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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 | $277,401 | $254,759+8.9% | $216,567+28.1% | $198,609+39.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 20.42% | 10.04%+10.4pp | 12.94%+7.5pp | 202.70%-182.3pp |
| Employer contribution / active EE | $2,786 | $6,096-54.3% | $5,216-46.6% | $5,055-44.9% |
| Participant deferral / active EE | $8,385 | $6,948+20.7% | $6,191+35.4% | $6,977+20.2% |
| Admin fee / account holder | $18,255 | $26,311-30.6% | $21,981-17.0% | $19,030-4.1% |