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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 | $300,662 | $110,337+172.5% | $102,383+193.7% | $145,877+106.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.93% | 24.83%-11.9pp | 24.94%-12.0pp | 551.28%-538.4pp |
| Employer contribution / active EE | $4,083 | $4,216-3.2% | $3,870+5.5% | $4,663-12.4% |
| Participant deferral / active EE | $11,450 | $5,621+103.7% | $5,060+126.3% | $6,691+71.1% |
| Admin fee / account holder | $3,657 | $9,750-62.5% | $8,391-56.4% | $13,402-72.7% |