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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 | $331,760 | $275,752+20.3% | $256,809+29.2% | $198,609+67.0% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 16.23% | 34.81%-18.6pp | 32.73%-16.5pp | 202.70%-186.5pp |
| Employer contribution / active EE | $6,250 | $7,721-19.0% | $7,263-13.9% | $5,055+23.6% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $491 | $25,716-98.1% | $25,146-98.0% | $19,030-97.4% |