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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 | $253,032 | $135,956+86.1% | $123,894+104.2% | $273,972-7.6% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 5.90% | 56.63%-50.7pp | 47.52%-41.6pp | 41.46%-35.6pp |
| Employer contribution / active EE | $7,968 | $5,170+54.1% | $4,617+72.6% | $4,869+63.7% |
| Participant deferral / active EE | $9,506 | $6,343+49.9% | $5,984+58.9% | $5,287+79.8% |
| Admin fee / account holder | $940 | $9,817-90.4% | $8,357-88.7% | $10,133-90.7% |