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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 | $251,407 | $275,752-8.8% | $256,809-2.1% | $198,609+26.6% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 20.39% | 34.81%-14.4pp | 32.73%-12.3pp | 202.70%-182.3pp |
| Employer contribution / active EE | $4,386 | $7,721-43.2% | $7,263-39.6% | $5,055-13.2% |
| Participant deferral / active EE | $11,881 | $10,037+18.4% | $9,520+24.8% | $6,977+70.3% |
| Admin fee / account holder | $3,291 | $25,716-87.2% | $25,146-86.9% | $19,030-82.7% |