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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 | $448,207 | $185,312+141.9% | $161,489+177.5% | $154,746+189.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.86% | 103.84%-89.0pp | 89.72%-74.9pp | 172.34%-157.5pp |
| Employer contribution / active EE | $5,038 | $4,769+5.6% | $4,268+18.0% | $4,379+15.1% |
| Participant deferral / active EE | $12,630 | $6,350+98.9% | $5,630+124.3% | $6,730+87.7% |
| Admin fee / account holder | $1,110 | $18,654-94.0% | $16,006-93.1% | $14,365-92.3% |