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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 | $653,250 | $184,014+255.0% | $161,149+305.4% | $138,895+370.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 22.09% | 21.52%+0.6pp | 21.16%+0.9pp | 145.39%-123.3pp |
| Employer contribution / active EE | $4,352 | $5,055-13.9% | $4,360-0.2% | $4,194+3.8% |
| Participant deferral / active EE | $23,175 | $6,909+235.4% | $6,153+276.6% | $6,396+262.3% |
| Admin fee / account holder | $571 | $18,027-96.8% | $15,194-96.2% | $12,562-95.5% |