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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 | $277,550 | $135,956+104.1% | $123,894+124.0% | $273,972+1.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.70% | 56.63%-48.9pp | 47.52%-39.8pp | 41.46%-33.8pp |
| Employer contribution / active EE | $3,895 | $5,170-24.7% | $4,617-15.6% | $4,869-20.0% |
| Participant deferral / active EE | $14,120 | $6,343+122.6% | $5,984+136.0% | $5,287+167.1% |
| Admin fee / account holder | $357 | $9,817-96.4% | $8,357-95.7% | $10,133-96.5% |