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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 | $342,243 | $199,109+71.9% | $173,730+97.0% | $154,746+121.2% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.6%+11.3pp | 80.7%+10.2pp |
| Annual return | 15.94% | 20.02%-4.1pp | 19.96%-4.0pp | 172.34%-156.4pp |
| Employer contribution / active EE | $7,778 | $5,311+46.4% | $4,577+69.9% | $4,379+77.6% |
| Participant deferral / active EE | $18,747 | $7,113+163.6% | $6,326+196.3% | $6,730+178.5% |
| Admin fee / account holder | $992 | $20,916-95.3% | $17,523-94.3% | $14,365-93.1% |