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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 | $485,839 | $184,014+164.0% | $161,149+201.5% | $138,895+249.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 16.45% | 21.52%-5.1pp | 21.16%-4.7pp | 145.39%-128.9pp |
| Employer contribution / active EE | $3,760 | $5,055-25.6% | $4,360-13.8% | $4,194-10.4% |
| Participant deferral / active EE | $15,035 | $6,909+117.6% | $6,153+144.3% | $6,396+135.1% |
| Admin fee / account holder | $2,014 | $18,027-88.8% | $15,194-86.7% | $12,562-84.0% |