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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,672 | $176,786+44.6% | $146,643+74.4% | $167,536+52.6% |
| Participation rate | 73.3% | 83.6%-10.3pp | 80.1%-6.7pp | 82.1%-8.8pp |
| Annual return | 11.87% | 24.04%-12.2pp | 22.75%-10.9pp | 478.82%-466.9pp |
| Employer contribution / active EE | $15,191 | $5,161+194.3% | $4,137+267.2% | $4,839+213.9% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $14,369 | $13,262+8.4% | $10,280+39.8% | $12,315+16.7% |