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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 | $297,516 | $201,370+47.7% | $184,256+61.5% | $145,897+103.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.30% | 29.05%-18.8pp | 28.85%-18.5pp | 552.29%-542.0pp |
| Employer contribution / active EE | $2,782 | $7,024-60.4% | $6,427-56.7% | $4,663-40.3% |
| Participant deferral / active EE | $3,748 | $9,808-61.8% | $9,133-59.0% | $6,689-44.0% |
| Admin fee / account holder | $10,769 | $16,364-34.2% | $13,899-22.5% | $13,390-19.6% |