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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 | $338,197 | $184,014+83.8% | $161,149+109.9% | $138,895+143.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 17.85% | 21.52%-3.7pp | 21.16%-3.3pp | 145.39%-127.5pp |
| Employer contribution / active EE | $14,010 | $5,055+177.1% | $4,360+221.3% | $4,194+234.0% |
| Participant deferral / active EE | $19,403 | $6,909+180.8% | $6,153+215.3% | $6,396+203.3% |
| Admin fee / account holder | $4,399 | $18,027-75.6% | $15,194-71.0% | $12,562-65.0% |