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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 | $264,662 | $254,759+3.9% | $216,567+22.2% | $198,609+33.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 15.26% | 10.04%+5.2pp | 12.94%+2.3pp | 202.70%-187.4pp |
| Employer contribution / active EE | $26,158 | $6,096+329.1% | $5,216+401.5% | $5,055+417.4% |
| Participant deferral / active EE | $20,966 | $6,948+201.8% | $6,191+238.7% | $6,977+200.5% |
| Admin fee / account holder | $2,389 | $26,311-90.9% | $21,981-89.1% | $19,030-87.4% |