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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 | $449,278 | $184,014+144.2% | $161,149+178.8% | $138,895+223.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 16.62% | 21.52%-4.9pp | 21.16%-4.5pp | 145.39%-128.8pp |
| Employer contribution / active EE | $31,239 | $5,055+517.9% | $4,360+616.5% | $4,194+644.8% |
| Participant deferral / active EE | $9,525 | $6,909+37.9% | $6,153+54.8% | $6,396+48.9% |
| Admin fee / account holder | $1,324 | $18,027-92.7% | $15,194-91.3% | $12,562-89.5% |