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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 | $270,535 | $201,259+34.4% | $184,200+46.9% | $145,959+85.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.65% | 28.98%-18.3pp | 28.80%-18.1pp | 561.95%-551.3pp |
| Employer contribution / active EE | $12,888 | $7,018+83.6% | $6,424+100.6% | $4,661+176.5% |
| Participant deferral / active EE | $15,338 | $9,806+56.4% | $9,132+68.0% | $6,689+129.3% |
| Admin fee / account holder | $1,113 | $16,372-93.2% | $13,907-92.0% | $13,398-91.7% |