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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 | $319,959 | $184,014+73.9% | $161,149+98.5% | $138,895+130.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 14.26% | 21.52%-7.3pp | 21.16%-6.9pp | 145.39%-131.1pp |
| Employer contribution / active EE | $3,735 | $5,055-26.1% | $4,360-14.3% | $4,194-11.0% |
| Participant deferral / active EE | $20,667 | $6,909+199.1% | $6,153+235.9% | $6,396+223.1% |
| Admin fee / account holder | $26,013 | $18,027+44.3% | $15,194+71.2% | $12,562+107.1% |