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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 | $491,737 | $254,759+93.0% | $216,567+127.1% | $198,609+147.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 12.19% | 10.04%+2.1pp | 12.94%-0.8pp | 202.70%-190.5pp |
| Employer contribution / active EE | $5,333 | $6,096-12.5% | $5,216+2.3% | $5,055+5.5% |
| Participant deferral / active EE | $3,952 | $6,948-43.1% | $6,191-36.2% | $6,977-43.4% |
| Admin fee / account holder | $462 | $26,311-98.2% | $21,981-97.9% | $19,030-97.6% |