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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 | $264,480 | $199,109+32.8% | $173,730+52.2% | $154,746+70.9% |
| Participation rate | 72.2% | 82.8%-10.6pp | 79.6%-7.3pp | 80.7%-8.5pp |
| Annual return | 18.72% | 20.02%-1.3pp | 19.96%-1.2pp | 172.34%-153.6pp |
| Employer contribution / active EE | $4,747 | $5,311-10.6% | $4,577+3.7% | $4,379+8.4% |
| Participant deferral / active EE | $14,216 | $7,113+99.9% | $6,326+124.7% | $6,730+111.2% |
| Admin fee / account holder | $1,922 | $20,916-90.8% | $17,523-89.0% | $14,365-86.6% |