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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 | $277,948 | $123,155+125.7% | $108,753+155.6% | $155,188+79.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 8.60% | 44.73%-36.1pp | 37.47%-28.9pp | 148.84%-140.2pp |
| Employer contribution / active EE | $2,973 | $2,811+5.7% | $2,427+22.5% | $4,248-30.0% |
| Participant deferral / active EE | $9,883 | $4,623+113.8% | $4,115+140.2% | $6,531+51.3% |
| Admin fee / account holder | $12,263 | $12,126+1.1% | $10,320+18.8% | $14,480-15.3% |