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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 | $292,673 | $288,797+1.3% | $239,577+22.2% | $382,429-23.5% |
| Participation rate | 100.0% | 85.8%+14.2pp | 82.1%+17.9pp | 87.7%+12.3pp |
| Annual return | 21.82% | -3.30%+25.1pp | -0.70%+22.5pp | 248.85%-227.0pp |
| Employer contribution / active EE | $21,623 | $8,558+152.7% | $7,232+199.0% | $8,036+169.1% |
| Participant deferral / active EE | $16,846 | $6,420+162.4% | $5,676+196.8% | $5,727+194.1% |
| Admin fee / account holder | $6,499 | $18,649-65.2% | $19,315-66.4% | $30,732-78.9% |