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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 | $250,736 | $155,555+61.2% | $146,866+70.7% | $155,188+61.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 14.11% | 115.41%-101.3pp | 102.85%-88.7pp | 148.84%-134.7pp |
| Employer contribution / active EE | $5,832 | $4,647+25.5% | $4,425+31.8% | $4,248+37.3% |
| Participant deferral / active EE | $11,627 | $8,044+44.5% | $7,759+49.9% | $6,531+78.0% |
| Admin fee / account holder | $1,084 | $14,755-92.7% | $13,620-92.0% | $14,480-92.5% |