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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 | $426,123 | $181,896+134.3% | $156,551+172.2% | $273,972+55.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.03% | 30.74%-26.7pp | 32.23%-28.2pp | 41.46%-37.4pp |
| Employer contribution / active EE | $18,067 | $6,248+189.2% | $5,501+228.4% | $4,869+271.1% |
| Participant deferral / active EE | $10,480 | $5,550+88.8% | $4,871+115.1% | $5,287+98.2% |
| Admin fee / account holder | $19,284 | $15,560+23.9% | $13,028+48.0% | $10,133+90.3% |