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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 | $265,127 | $199,109+33.2% | $173,730+52.6% | $154,746+71.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 19.87% | 20.02%-0.1pp | 19.96%-0.1pp | 172.34%-152.5pp |
| Employer contribution / active EE | $4,585 | $5,311-13.7% | $4,577+0.2% | $4,379+4.7% |
| Participant deferral / active EE | $14,335 | $7,113+101.5% | $6,326+126.6% | $6,730+113.0% |
| Admin fee / account holder | $567 | $20,916-97.3% | $17,523-96.8% | $14,365-96.1% |