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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 | $273,243 | $213,785+27.8% | $185,441+47.3% | $155,188+76.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 16.81% | 19.97%-3.2pp | 20.16%-3.4pp | 148.84%-132.0pp |
| Employer contribution / active EE | $6,570 | $5,393+21.8% | $4,672+40.6% | $4,248+54.7% |
| Participant deferral / active EE | $31,000 | $6,864+351.6% | $6,152+403.9% | $6,531+374.6% |
| Admin fee / account holder | $1,045 | $21,134-95.1% | $17,890-94.2% | $14,480-92.8% |