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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 | $257,780 | $199,109+29.5% | $173,730+48.4% | $154,746+66.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 18.09% | 20.02%-1.9pp | 19.96%-1.9pp | 172.34%-154.3pp |
| Employer contribution / active EE | $3,431 | $5,311-35.4% | $4,577-25.0% | $4,379-21.7% |
| Participant deferral / active EE | $17,719 | $7,113+149.1% | $6,326+180.1% | $6,730+163.3% |
| Admin fee / account holder | $577 | $20,916-97.2% | $17,523-96.7% | $14,365-96.0% |