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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 | $299,275 | $375,661-20.3% | $312,151-4.1% | $382,429-21.7% |
| Participation rate | 100.0% | 91.4%+8.6pp | 89.1%+10.9pp | 87.7%+12.3pp |
| Annual return | 12.78% | 0.11%+12.7pp | 1.82%+11.0pp | 248.85%-236.1pp |
| Employer contribution / active EE | $11,250 | $9,697+16.0% | $8,031+40.1% | $8,036+40.0% |
| Participant deferral / active EE | $0 | $5,737-100.0% | $5,370-100.0% | $5,727-100.0% |
| Admin fee / account holder | $8,129 | $64,308-87.4% | $51,799-84.3% | $30,732-73.5% |