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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 | $559,525 | $275,752+102.9% | $256,809+117.9% | $198,609+181.7% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 8.45% | 34.81%-26.4pp | 32.73%-24.3pp | 202.70%-194.2pp |
| Employer contribution / active EE | $11,614 | $7,721+50.4% | $7,263+59.9% | $5,055+129.7% |
| Participant deferral / active EE | $14,738 | $10,037+46.8% | $9,520+54.8% | $6,977+111.2% |
| Admin fee / account holder | $11,952 | $25,716-53.5% | $25,146-52.5% | $19,030-37.2% |