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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 | $315,561 | $124,425+153.6% | $112,040+181.7% | $137,256+129.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.11% | 24.72%-11.6pp | 24.52%-11.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $4,761 | $3,411+39.6% | $2,954+61.2% | $4,156+14.5% |
| Participant deferral / active EE | $21,314 | $5,718+272.7% | $5,098+318.1% | $6,407+232.7% |
| Admin fee / account holder | $23,137 | $15,207+52.2% | $12,098+91.2% | $12,270+88.6% |