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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 | $282,059+1.7% | $213,469+34.4% | $154,746+85.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 16.87% | 20.90%-4.0pp | 20.58%-3.7pp | 172.34%-155.5pp |
| Employer contribution / active EE | $2,570 | $6,189-58.5% | $4,994-48.5% | $4,379-41.3% |
| Participant deferral / active EE | $10,744 | $8,186+31.2% | $6,841+57.1% | $6,730+59.6% |
| Admin fee / account holder | $8,817 | $37,435-76.4% | $27,141-67.5% | $14,365-38.6% |