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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 | $1,043,304 | $184,014+467.0% | $161,149+547.4% | $138,895+651.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 13.23% | 21.52%-8.3pp | 21.16%-7.9pp | 145.39%-132.2pp |
| Employer contribution / active EE | $5,893 | $5,055+16.6% | $4,360+35.2% | $4,194+40.5% |
| Participant deferral / active EE | $17,867 | $6,909+158.6% | $6,153+190.4% | $6,396+179.3% |
| Admin fee / account holder | $32,598 | $18,027+80.8% | $15,194+114.5% | $12,562+159.5% |