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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 | $551,878 | $275,752+100.1% | $256,809+114.9% | $198,609+177.9% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 16.75% | 34.81%-18.1pp | 32.73%-16.0pp | 202.70%-185.9pp |
| Employer contribution / active EE | $27,958 | $7,721+262.1% | $7,263+284.9% | $5,055+453.0% |
| Participant deferral / active EE | $12,706 | $10,037+26.6% | $9,520+33.5% | $6,977+82.1% |
| Admin fee / account holder | $2,100 | $25,716-91.8% | $25,146-91.7% | $19,030-89.0% |