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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 | $279,310 | $223,823+24.8% | $211,142+32.3% | $154,746+80.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 18.45% | 50.39%-31.9pp | 46.84%-28.4pp | 172.34%-153.9pp |
| Employer contribution / active EE | $2,683 | $6,787-60.5% | $6,442-58.3% | $4,379-38.7% |
| Participant deferral / active EE | $11,444 | $9,750+17.4% | $9,284+23.3% | $6,730+70.0% |
| Admin fee / account holder | $16,461 | $19,707-16.5% | $19,076-13.7% | $14,365+14.6% |