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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 | $302,679 | $199,109+52.0% | $173,730+74.2% | $154,746+95.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 11.61% | 20.02%-8.4pp | 19.96%-8.3pp | 172.34%-160.7pp |
| Employer contribution / active EE | $6,000 | $5,311+13.0% | $4,577+31.1% | $4,379+37.0% |
| Participant deferral / active EE | $26,000 | $7,113+265.6% | $6,326+311.0% | $6,730+286.3% |
| Admin fee / account holder | $1,203 | $20,916-94.2% | $17,523-93.1% | $14,365-91.6% |