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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 | $276,853 | $124,425+122.5% | $112,040+147.1% | $137,256+101.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.51% | 24.72%-9.2pp | 24.52%-9.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $21,843 | $3,411+540.3% | $2,954+639.4% | $4,156+425.6% |
| Participant deferral / active EE | $13,095 | $5,718+129.0% | $5,098+156.9% | $6,407+104.4% |
| Admin fee / account holder | $1,363 | $15,207-91.0% | $12,098-88.7% | $12,270-88.9% |