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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 | $345,433 | $213,785+61.6% | $185,441+86.3% | $155,188+122.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 20.07% | 19.97%+0.1pp | 20.16%-0.1pp | 148.84%-128.8pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,163 | $6,864+4.4% | $6,152+16.4% | $6,531+9.7% |
| Admin fee / account holder | $375 | $21,134-98.2% | $17,890-97.9% | $14,480-97.4% |