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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 | $300,746 | $275,752+9.1% | $256,809+17.1% | $198,609+51.4% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 7.11% | 34.81%-27.7pp | 32.73%-25.6pp | 202.70%-195.6pp |
| Employer contribution / active EE | $3,411 | $7,721-55.8% | $7,263-53.0% | $5,055-32.5% |
| Participant deferral / active EE | $11,091 | $10,037+10.5% | $9,520+16.5% | $6,977+59.0% |
| Admin fee / account holder | $12,736 | $25,716-50.5% | $25,146-49.4% | $19,030-33.1% |