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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 | $288,337 | $135,956+112.1% | $123,894+132.7% | $273,972+5.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.21% | 56.63%-46.4pp | 47.52%-37.3pp | 41.46%-31.2pp |
| Employer contribution / active EE | $7,365 | $5,170+42.5% | $4,617+59.5% | $4,869+51.3% |
| Participant deferral / active EE | $15,540 | $6,343+145.0% | $5,984+159.7% | $5,287+193.9% |
| Admin fee / account holder | $3,003 | $9,817-69.4% | $8,357-64.1% | $10,133-70.4% |