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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 | $279,583 | $124,425+124.7% | $112,040+149.5% | $137,256+103.7% |
| Participation rate | 92.3% | 79.3%+13.0pp | 76.5%+15.8pp | 80.0%+12.3pp |
| Annual return | 11.46% | 24.72%-13.3pp | 24.52%-13.1pp | 220.34%-208.9pp |
| Employer contribution / active EE | $8,514 | $3,411+149.6% | $2,954+188.2% | $4,156+104.9% |
| Participant deferral / active EE | $8,521 | $5,718+49.0% | $5,098+67.1% | $6,407+33.0% |
| Admin fee / account holder | $26,015 | $15,207+71.1% | $12,098+115.0% | $12,270+112.0% |