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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 | $271,576 | $102,609+164.7% | $98,090+176.9% | $138,895+95.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 18.88% | 36.44%-17.6pp | 37.05%-18.2pp | 145.39%-126.5pp |
| Employer contribution / active EE | $8,858 | $3,867+129.1% | $3,606+145.6% | $4,194+111.2% |
| Participant deferral / active EE | $15,584 | $8,167+90.8% | $7,845+98.6% | $6,396+143.6% |
| Admin fee / account holder | $889 | $11,434-92.2% | $11,815-92.5% | $12,562-92.9% |