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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 | $268,591 | $215,361+24.7% | $171,082+57.0% | $273,972-2.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 3.00% | 25.14%-22.1pp | 32.56%-29.6pp | 41.46%-38.5pp |
| Employer contribution / active EE | $8,750 | $4,967+76.2% | $4,002+118.6% | $4,869+79.7% |
| Participant deferral / active EE | $8,250 | $5,543+48.8% | $4,797+72.0% | $5,287+56.0% |
| Admin fee / account holder | $1,105 | $10,846-89.8% | $8,520-87.0% | $10,133-89.1% |