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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 | $262,046 | $199,109+31.6% | $173,730+50.8% | $154,746+69.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 22.95% | 20.02%+2.9pp | 19.96%+3.0pp | 172.34%-149.4pp |
| Employer contribution / active EE | $8,000 | $5,311+50.6% | $4,577+74.8% | $4,379+82.7% |
| Participant deferral / active EE | $17,430 | $7,113+145.1% | $6,326+175.5% | $6,730+159.0% |
| Admin fee / account holder | $1,024 | $20,916-95.1% | $17,523-94.2% | $14,365-92.9% |