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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 | $331,036 | $199,109+66.3% | $173,730+90.5% | $154,746+113.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 15.37% | 20.02%-4.6pp | 19.96%-4.6pp | 172.34%-157.0pp |
| Employer contribution / active EE | $17,206 | $5,311+224.0% | $4,577+275.9% | $4,379+292.9% |
| Participant deferral / active EE | $11,885 | $7,113+67.1% | $6,326+87.9% | $6,730+76.6% |
| Admin fee / account holder | $18,549 | $20,916-11.3% | $17,523+5.9% | $14,365+29.1% |