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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 | $106,974+145.0% | $90,796+188.7% | $138,895+88.7% |
| Participation rate | 80.0% | 74.9%+5.1pp | 69.5%+10.5pp | 79.9%+0.1pp |
| Annual return | 17.11% | 20.10%-3.0pp | 19.29%-2.2pp | 145.39%-128.3pp |
| Employer contribution / active EE | $2,363 | $2,609-9.4% | $2,294+3.0% | $4,194-43.7% |
| Participant deferral / active EE | $8,597 | $4,455+93.0% | $3,822+125.0% | $6,396+34.4% |
| Admin fee / account holder | $1,055 | $8,626-87.8% | $7,024-85.0% | $12,562-91.6% |