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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 | $278,800 | $201,344+38.5% | $184,243+51.3% | $145,877+91.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.26% | 29.01%-13.8pp | 28.82%-13.6pp | 551.28%-536.0pp |
| Employer contribution / active EE | $3,811 | $7,022-45.7% | $6,427-40.7% | $4,663-18.3% |
| Participant deferral / active EE | $11,342 | $9,807+15.7% | $9,132+24.2% | $6,691+69.5% |
| Admin fee / account holder | $6,128 | $16,382-62.6% | $13,914-56.0% | $13,402-54.3% |