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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 | $257,780 | $213,785+20.6% | $185,441+39.0% | $155,188+66.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 18.09% | 19.97%-1.9pp | 20.16%-2.1pp | 148.84%-130.8pp |
| Employer contribution / active EE | $3,431 | $5,393-36.4% | $4,672-26.6% | $4,248-19.2% |
| Participant deferral / active EE | $17,719 | $6,864+158.1% | $6,152+188.0% | $6,531+171.3% |
| Admin fee / account holder | $577 | $21,134-97.3% | $17,890-96.8% | $14,480-96.0% |