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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 | $261,293 | $106,749+144.8% | $145,433+79.7% | $82,448+216.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.50% | 27.59%-13.1pp | 66.58%-52.1pp | 41.64%-27.1pp |
| Employer contribution / active EE | $7,081 | $3,444+105.6% | $4,554+55.5% | $2,551+177.6% |
| Participant deferral / active EE | $14,258 | $6,519+118.7% | $7,897+80.5% | $4,139+244.5% |
| Admin fee / account holder | $13,667 | $8,390+62.9% | $13,129+4.1% | $7,234+88.9% |