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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 | $364,610 | $251,004+45.3% | $191,597+90.3% | $138,895+162.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 76.9%+23.1pp | 79.9%+20.1pp |
| Annual return | 17.67% | 31.05%-13.4pp | 27.07%-9.4pp | 145.39%-127.7pp |
| Employer contribution / active EE | $8,433 | $6,226+35.4% | $5,025+67.8% | $4,194+101.1% |
| Participant deferral / active EE | $12,543 | $8,154+53.8% | $6,850+83.1% | $6,396+96.1% |
| Admin fee / account holder | $3,608 | $31,471-88.5% | $22,799-84.2% | $12,562-71.3% |