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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 | $262,113 | $103,164+154.1% | $90,259+190.4% | $154,746+69.4% |
| Participation rate | 80.0% | 76.1%+3.9pp | 70.7%+9.3pp | 80.7%-0.7pp |
| Annual return | 17.11% | 19.25%-2.1pp | 18.88%-1.8pp | 172.34%-155.2pp |
| Employer contribution / active EE | $2,363 | $2,532-6.7% | $2,291+3.1% | $4,379-46.0% |
| Participant deferral / active EE | $8,597 | $4,422+94.4% | $3,827+124.7% | $6,730+27.7% |
| Admin fee / account holder | $1,055 | $8,593-87.7% | $7,267-85.5% | $14,365-92.7% |