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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 | $682,214 | $275,752+147.4% | $256,809+165.7% | $198,609+243.5% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 33.01% | 34.81%-1.8pp | 32.73%+0.3pp | 202.70%-169.7pp |
| Employer contribution / active EE | $28,891 | $7,721+274.2% | $7,263+297.8% | $5,055+471.5% |
| Participant deferral / active EE | $16,750 | $10,037+66.9% | $9,520+75.9% | $6,977+140.1% |
| Admin fee / account holder | $45,297 | $25,716+76.1% | $25,146+80.1% | $19,030+138.0% |