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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 | $274,166 | $201,372+36.1% | $184,260+48.8% | $145,884+87.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.67% | 29.04%-6.4pp | 28.84%-6.2pp | 551.85%-529.2pp |
| Employer contribution / active EE | $1,548 | $7,024-78.0% | $6,427-75.9% | $4,662-66.8% |
| Participant deferral / active EE | $12,892 | $9,808+31.4% | $9,133+41.2% | $6,690+92.7% |
| Admin fee / account holder | $376 | $16,362-97.7% | $13,898-97.3% | $13,392-97.2% |