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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 | $326,310 | $181,896+79.4% | $156,551+108.4% | $273,972+19.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.57% | 30.74%-20.2pp | 32.23%-21.7pp | 41.46%-30.9pp |
| Employer contribution / active EE | $13,008 | $6,248+108.2% | $5,501+136.5% | $4,869+167.2% |
| Participant deferral / active EE | $8,647 | $5,550+55.8% | $4,871+77.5% | $5,287+63.5% |
| Admin fee / account holder | $42,767 | $15,560+174.8% | $13,028+228.3% | $10,133+322.1% |