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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 | $313,008 | $201,344+55.5% | $184,243+69.9% | $145,877+114.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 33.73% | 29.01%+4.7pp | 28.82%+4.9pp | 551.28%-517.6pp |
| Employer contribution / active EE | $6,851 | $7,022-2.4% | $6,427+6.6% | $4,663+46.9% |
| Participant deferral / active EE | $23,295 | $9,807+137.5% | $9,132+155.1% | $6,691+248.2% |
| Admin fee / account holder | $513 | $16,382-96.9% | $13,914-96.3% | $13,402-96.2% |