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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 | $259,885 | $135,956+91.2% | $123,894+109.8% | $273,972-5.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.32% | 56.63%-49.3pp | 47.52%-40.2pp | 41.46%-34.1pp |
| Employer contribution / active EE | $12,831 | $5,170+148.2% | $4,617+177.9% | $4,869+163.5% |
| Participant deferral / active EE | $9,977 | $6,343+57.3% | $5,984+66.7% | $5,287+88.7% |
| Admin fee / account holder | $3,225 | $9,817-67.2% | $8,357-61.4% | $10,133-68.2% |