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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 | $360,356 | $199,109+81.0% | $173,730+107.4% | $154,746+132.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 14.28% | 20.02%-5.7pp | 19.96%-5.7pp | 172.34%-158.1pp |
| Employer contribution / active EE | $14,130 | $5,311+166.0% | $4,577+208.7% | $4,379+222.7% |
| Participant deferral / active EE | $3,237 | $7,113-54.5% | $6,326-48.8% | $6,730-51.9% |
| Admin fee / account holder | $2,510 | $20,916-88.0% | $17,523-85.7% | $14,365-82.5% |