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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 | $254,438 | $104,098+144.4% | $140,514+81.1% | $94,015+170.6% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 18.67% | 15.14%+3.5pp | 14.36%+4.3pp | 17.84%+0.8pp |
| Employer contribution / active EE | $7,158 | $2,388+199.7% | $3,378+111.9% | $2,790+156.6% |
| Participant deferral / active EE | $7,743 | $4,033+92.0% | $4,919+57.4% | $4,249+82.2% |
| Admin fee / account holder | $4,272 | $10,439-59.1% | $13,697-68.8% | $8,951-52.3% |