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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 | $361,035 | $155,555+132.1% | $146,866+145.8% | $155,188+132.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 14.72% | 115.41%-100.7pp | 102.85%-88.1pp | 148.84%-134.1pp |
| Employer contribution / active EE | $17,912 | $4,647+285.5% | $4,425+304.8% | $4,248+321.7% |
| Participant deferral / active EE | $17,144 | $8,044+113.1% | $7,759+121.0% | $6,531+162.5% |
| Admin fee / account holder | $14,413 | $14,755-2.3% | $13,620+5.8% | $14,480-0.5% |