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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 | $254,143 | $124,425+104.3% | $112,040+126.8% | $137,256+85.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 24.50% | 24.72%-0.2pp | 24.52%0pp | 220.34%-195.8pp |
| Employer contribution / active EE | $7,500 | $3,411+119.9% | $2,954+153.9% | $4,156+80.5% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $420 | $15,207-97.2% | $12,098-96.5% | $12,270-96.6% |