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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 | $359,727 | $154,228+133.2% | $145,433+147.3% | $137,256+162.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.74% | 74.59%-59.8pp | 66.58%-51.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $6,966 | $4,804+45.0% | $4,554+52.9% | $4,156+67.6% |
| Participant deferral / active EE | $19,979 | $8,216+143.2% | $7,897+153.0% | $6,407+211.8% |
| Admin fee / account holder | $629 | $14,344-95.6% | $13,129-95.2% | $12,270-94.9% |