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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 | $277,313 | $112,729+146.0% | $98,716+180.9% | $137,256+102.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 11.69% | 38.48%-26.8pp | 31.81%-20.1pp | 220.34%-208.7pp |
| Employer contribution / active EE | $3,885 | $2,725+42.6% | $2,279+70.5% | $4,156-6.5% |
| Participant deferral / active EE | $12,181 | $4,640+162.5% | $4,048+200.9% | $6,407+90.1% |
| Admin fee / account holder | $2,560 | $10,129-74.7% | $8,703-70.6% | $12,270-79.1% |