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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 | $463,722 | $275,752+68.2% | $256,809+80.6% | $198,609+133.5% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 21.39% | 34.81%-13.4pp | 32.73%-11.3pp | 202.70%-181.3pp |
| Employer contribution / active EE | $23,210 | $7,721+200.6% | $7,263+219.6% | $5,055+359.1% |
| Participant deferral / active EE | $21,874 | $10,037+117.9% | $9,520+129.8% | $6,977+213.5% |
| Admin fee / account holder | $20,258 | $25,716-21.2% | $25,146-19.4% | $19,030+6.5% |