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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 | $313,056 | $135,956+130.3% | $123,894+152.7% | $273,972+14.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 18.30% | 56.63%-38.3pp | 47.52%-29.2pp | 41.46%-23.2pp |
| Employer contribution / active EE | $11,260 | $5,170+117.8% | $4,617+143.9% | $4,869+131.3% |
| Participant deferral / active EE | $17,046 | $6,343+168.7% | $5,984+184.8% | $5,287+222.4% |
| Admin fee / account holder | $10,406 | $9,817+6.0% | $8,357+24.5% | $10,133+2.7% |