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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 | $299,219 | $275,752+8.5% | $256,809+16.5% | $198,609+50.7% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 15.42% | 34.81%-19.4pp | 32.73%-17.3pp | 202.70%-187.3pp |
| Employer contribution / active EE | $3,751 | $7,721-51.4% | $7,263-48.4% | $5,055-25.8% |
| Participant deferral / active EE | $10,778 | $10,037+7.4% | $9,520+13.2% | $6,977+54.5% |
| Admin fee / account holder | $2,548 | $25,716-90.1% | $25,146-89.9% | $19,030-86.6% |