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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 | $115,225+140.7% | $100,712+175.4% | $138,895+99.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 11.69% | 40.35%-28.7pp | 33.27%-21.6pp | 145.39%-133.7pp |
| Employer contribution / active EE | $3,885 | $2,771+40.2% | $2,313+68.0% | $4,194-7.4% |
| Participant deferral / active EE | $12,181 | $4,699+159.2% | $4,085+198.2% | $6,396+90.4% |
| Admin fee / account holder | $2,560 | $10,844-76.4% | $9,256-72.3% | $12,562-79.6% |