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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 | $286,928 | $407,956-29.7% | $299,830-4.3% | $198,609+44.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 78.5%+21.5pp | 82.4%+17.6pp |
| Annual return | 16.87% | 6.66%+10.2pp | 10.58%+6.3pp | 202.70%-185.8pp |
| Employer contribution / active EE | $2,570 | $7,661-66.5% | $5,842-56.0% | $5,055-49.2% |
| Participant deferral / active EE | $10,744 | $8,628+24.5% | $7,038+52.7% | $6,977+54.0% |
| Admin fee / account holder | $8,817 | $73,031-87.9% | $50,982-82.7% | $19,030-53.7% |