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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 | $411,404 | $100,970+307.5% | $96,576+326.0% | $137,256+199.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 16.23% | 38.16%-21.9pp | 38.47%-22.2pp | 220.34%-204.1pp |
| Employer contribution / active EE | $7,179 | $3,809+88.5% | $3,553+102.0% | $4,156+72.7% |
| Participant deferral / active EE | $15,119 | $8,286+82.5% | $7,956+90.0% | $6,407+136.0% |
| Admin fee / account holder | $2,029 | $11,312-82.1% | $11,381-82.2% | $12,270-83.5% |