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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 | $419,839 | $156,398+168.4% | $147,318+185.0% | $138,895+202.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.78% | 78.75%-60.0pp | 70.43%-51.7pp | 145.39%-126.6pp |
| Employer contribution / active EE | $14,494 | $4,853+198.7% | $4,593+215.6% | $4,194+245.6% |
| Participant deferral / active EE | $25,003 | $8,237+203.5% | $7,906+216.2% | $6,396+290.9% |
| Admin fee / account holder | $2,426 | $14,976-83.8% | $13,708-82.3% | $12,562-80.7% |