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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 | $277,786 | $174,379+59.3% | $152,093+82.6% | $138,895+100.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.74% | 74.86%-61.1pp | 66.36%-52.6pp | 145.39%-131.7pp |
| Employer contribution / active EE | $15,403 | $4,652+231.1% | $4,175+269.0% | $4,194+267.3% |
| Participant deferral / active EE | $7,206 | $6,159+17.0% | $5,451+32.2% | $6,396+12.7% |
| Admin fee / account holder | $9,317 | $16,880-44.8% | $14,497-35.7% | $12,562-25.8% |