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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 | $201,344+47.8% | $184,243+61.5% | $145,877+104.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.30% | 29.01%-18.7pp | 28.82%-18.5pp | 551.28%-541.0pp |
| Employer contribution / active EE | $2,782 | $7,022-60.4% | $6,427-56.7% | $4,663-40.3% |
| Participant deferral / active EE | $3,748 | $9,807-61.8% | $9,132-59.0% | $6,691-44.0% |
| Admin fee / account holder | $10,769 | $16,382-34.3% | $13,914-22.6% | $13,402-19.6% |