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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 | $275,781 | $254,759+8.3% | $216,567+27.3% | $198,609+38.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 17.85% | 10.04%+7.8pp | 12.94%+4.9pp | 202.70%-184.8pp |
| Employer contribution / active EE | $8,199 | $6,096+34.5% | $5,216+57.2% | $5,055+62.2% |
| Participant deferral / active EE | $4,314 | $6,948-37.9% | $6,191-30.3% | $6,977-38.2% |
| Admin fee / account holder | $10,556 | $26,311-59.9% | $21,981-52.0% | $19,030-44.5% |