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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 | $311,754 | $181,896+71.4% | $156,551+99.1% | $273,972+13.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.99% | 30.74%-25.7pp | 32.23%-27.2pp | 41.46%-36.5pp |
| Employer contribution / active EE | $13,274 | $6,248+112.4% | $5,501+141.3% | $4,869+172.6% |
| Participant deferral / active EE | $7,667 | $5,550+38.1% | $4,871+57.4% | $5,287+45.0% |
| Admin fee / account holder | $17,244 | $15,560+10.8% | $13,028+32.4% | $10,133+70.2% |