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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 | $277,034 | $135,956+103.8% | $123,894+123.6% | $273,972+1.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.02% | 56.63%-45.6pp | 47.52%-36.5pp | 41.46%-30.4pp |
| Employer contribution / active EE | $16,712 | $5,170+223.3% | $4,617+262.0% | $4,869+243.3% |
| Participant deferral / active EE | $12,834 | $6,343+102.3% | $5,984+114.5% | $5,287+142.7% |
| Admin fee / account holder | $7,939 | $9,817-19.1% | $8,357-5.0% | $10,133-21.6% |