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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 | $310,512 | $254,759+21.9% | $216,567+43.4% | $198,609+56.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 16.96% | 10.04%+6.9pp | 12.94%+4.0pp | 202.70%-185.7pp |
| Employer contribution / active EE | $10,587 | $6,096+73.7% | $5,216+103.0% | $5,055+109.4% |
| Participant deferral / active EE | $17,156 | $6,948+146.9% | $6,191+177.1% | $6,977+145.9% |
| Admin fee / account holder | $990 | $26,311-96.2% | $21,981-95.5% | $19,030-94.8% |