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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 | $271,446 | $106,749+154.3% | $145,433+86.6% | $82,448+229.2% |
| Participation rate | 93.3% | 75.6%+17.7pp | 82.1%+11.2pp | 68.1%+25.3pp |
| Annual return | 18.29% | 27.59%-9.3pp | 66.58%-48.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $17,747 | $3,444+415.2% | $4,554+289.7% | $2,551+595.7% |
| Participant deferral / active EE | $19,762 | $6,519+203.2% | $7,897+150.2% | $4,139+377.4% |
| Admin fee / account holder | $14,541 | $8,390+73.3% | $13,129+10.8% | $7,234+101.0% |