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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 | $417,911 | $199,109+109.9% | $173,730+140.6% | $154,746+170.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 13.51% | 20.02%-6.5pp | 19.96%-6.4pp | 172.34%-158.8pp |
| Employer contribution / active EE | $6,447 | $5,311+21.4% | $4,577+40.8% | $4,379+47.2% |
| Participant deferral / active EE | $24,616 | $7,113+246.1% | $6,326+289.1% | $6,730+265.7% |
| Admin fee / account holder | $5,322 | $20,916-74.6% | $17,523-69.6% | $14,365-63.0% |