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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 | $352,100 | $97,020+262.9% | $83,322+322.6% | $135,379+160.1% |
| Participation rate | 90.9% | 80.4%+10.5pp | 77.8%+13.2pp | 82.6%+8.3pp |
| Annual return | 10.59% | 12.31%-1.7pp | 10.64%0pp | 519.79%-509.2pp |
| Employer contribution / active EE | $10,693 | $4,144+158.1% | $3,379+216.5% | $4,779+123.8% |
| Participant deferral / active EE | $3,605 | $5,964-39.6% | $5,565-35.2% | $5,609-35.7% |
| Admin fee / account holder | $4,803 | $8,426-43.0% | $7,540-36.3% | $10,828-55.6% |