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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 | $273,892 | $99,380+175.6% | $90,312+203.3% | $155,188+76.5% |
| Participation rate | 100.0% | 77.3%+22.7pp | 72.9%+27.1pp | 80.8%+19.2pp |
| Annual return | 20.18% | 19.35%+0.8pp | 18.90%+1.3pp | 148.84%-128.7pp |
| Employer contribution / active EE | $3,457 | $2,390+44.6% | $2,243+54.1% | $4,248-18.6% |
| Participant deferral / active EE | $11,202 | $4,212+166.0% | $3,749+198.8% | $6,531+71.5% |
| Admin fee / account holder | $929 | $9,766-90.5% | $8,248-88.7% | $14,480-93.6% |