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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 | $291,583 | $275,752+5.7% | $256,809+13.5% | $198,609+46.8% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 15.57% | 34.81%-19.2pp | 32.73%-17.2pp | 202.70%-187.1pp |
| Employer contribution / active EE | $14,405 | $7,721+86.6% | $7,263+98.3% | $5,055+184.9% |
| Participant deferral / active EE | $15,189 | $10,037+51.3% | $9,520+59.6% | $6,977+117.7% |
| Admin fee / account holder | $1,486 | $25,716-94.2% | $25,146-94.1% | $19,030-92.2% |