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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 | $264,662 | $199,109+32.9% | $173,730+52.3% | $154,746+71.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 15.26% | 20.02%-4.8pp | 19.96%-4.7pp | 172.34%-157.1pp |
| Employer contribution / active EE | $26,158 | $5,311+392.5% | $4,577+471.5% | $4,379+497.3% |
| Participant deferral / active EE | $20,966 | $7,113+194.8% | $6,326+231.4% | $6,730+211.5% |
| Admin fee / account holder | $2,389 | $20,916-88.6% | $17,523-86.4% | $14,365-83.4% |