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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 | $359,645 | $275,752+30.4% | $256,809+40.0% | $198,609+81.1% |
| Participation rate | 80.0% | 89.2%-9.2pp | 88.5%-8.5pp | 82.4%-2.4pp |
| Annual return | 9.52% | 34.81%-25.3pp | 32.73%-23.2pp | 202.70%-193.2pp |
| Employer contribution / active EE | $14,851 | $7,721+92.3% | $7,263+104.5% | $5,055+193.8% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $3,434 | $25,716-86.6% | $25,146-86.3% | $19,030-82.0% |