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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 | $304,455 | $275,752+10.4% | $256,809+18.6% | $198,609+53.3% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 14.85% | 34.81%-20.0pp | 32.73%-17.9pp | 202.70%-187.8pp |
| Employer contribution / active EE | $8,414 | $7,721+9.0% | $7,263+15.9% | $5,055+66.4% |
| Participant deferral / active EE | $17,005 | $10,037+69.4% | $9,520+78.6% | $6,977+143.7% |
| Admin fee / account holder | $5,555 | $25,716-78.4% | $25,146-77.9% | $19,030-70.8% |