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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 | $184,014+87.7% | $161,149+114.4% | $138,895+148.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 20.07% | 21.52%-1.5pp | 21.16%-1.1pp | 145.39%-125.3pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,163 | $6,909+3.7% | $6,153+16.4% | $6,396+12.0% |
| Admin fee / account holder | $375 | $18,027-97.9% | $15,194-97.5% | $12,562-97.0% |