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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 | $267,065 | $198,814+34.3% | $198,814+34.3% | $289,147-7.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 75.0%+25.0pp | 80.8%+19.2pp |
| Annual return | 15.11% | 15.34%-0.2pp | 12.03%+3.1pp | 12.61%+2.5pp |
| Employer contribution / active EE | $3,783 | $13,041-71.0% | $13,041-71.0% | $13,617-72.2% |
| Participant deferral / active EE | $16,466 | $5,545+197.0% | $5,545+197.0% | $5,372+206.5% |
| Admin fee / account holder | $2,250 | $10,102-77.7% | $10,102-77.7% | $23,026-90.2% |