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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 | $456,803 | $123,478+269.9% | $216,567+110.9% | $94,015+385.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 81.6%+18.4pp | 70.8%+29.2pp |
| Annual return | 18.10% | 23.61%-5.5pp | 12.94%+5.2pp | 17.84%+0.3pp |
| Employer contribution / active EE | $5,585 | $3,136+78.1% | $5,216+7.1% | $2,790+100.2% |
| Participant deferral / active EE | $10,898 | $4,556+139.2% | $6,191+76.0% | $4,249+156.5% |
| Admin fee / account holder | $14,762 | $12,753+15.8% | $21,981-32.8% | $8,951+64.9% |