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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 | $213,785+23.8% | $185,441+42.7% | $155,188+70.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 15.26% | 19.97%-4.7pp | 20.16%-4.9pp | 148.84%-133.6pp |
| Employer contribution / active EE | $26,158 | $5,393+385.0% | $4,672+459.9% | $4,248+515.8% |
| Participant deferral / active EE | $20,966 | $6,864+205.4% | $6,152+240.8% | $6,531+221.0% |
| Admin fee / account holder | $2,389 | $21,134-88.7% | $17,890-86.6% | $14,480-83.5% |