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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 | $435,148 | $87,166+399.2% | $76,735+467.1% | $137,256+217.0% |
| Participation rate | 88.9% | 74.4%+14.5pp | 69.5%+19.4pp | 80.0%+8.9pp |
| Annual return | 27.42% | 26.50%+0.9pp | 29.77%-2.3pp | 220.34%-192.9pp |
| Employer contribution / active EE | $2,663 | $2,904-8.3% | $2,454+8.5% | $4,156-35.9% |
| Participant deferral / active EE | $8,308 | $4,726+75.8% | $4,088+103.2% | $6,407+29.7% |
| Admin fee / account holder | $15,814 | $8,403+88.2% | $7,189+120.0% | $12,270+28.9% |