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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 | $258,211 | $124,425+107.5% | $112,040+130.5% | $137,256+88.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 28.21% | 24.72%+3.5pp | 24.52%+3.7pp | 220.34%-192.1pp |
| Employer contribution / active EE | $3,154 | $3,411-7.5% | $2,954+6.8% | $4,156-24.1% |
| Participant deferral / active EE | $3,474 | $5,718-39.2% | $5,098-31.8% | $6,407-45.8% |
| Admin fee / account holder | $24,535 | $15,207+61.3% | $12,098+102.8% | $12,270+100.0% |