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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 | $502,102 | $275,752+82.1% | $256,809+95.5% | $198,609+152.8% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 18.66% | 34.81%-16.2pp | 32.73%-14.1pp | 202.70%-184.0pp |
| Employer contribution / active EE | $7,329 | $7,721-5.1% | $7,263+0.9% | $5,055+45.0% |
| Participant deferral / active EE | $12,900 | $10,037+28.5% | $9,520+35.5% | $6,977+84.9% |
| Admin fee / account holder | $2,494 | $25,716-90.3% | $25,146-90.1% | $19,030-86.9% |