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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 | $432,947 | $126,661+241.8% | $113,397+281.8% | $138,895+211.7% |
| Participation rate | 88.9% | 79.4%+9.4pp | 76.5%+12.4pp | 79.9%+9.0pp |
| Annual return | 20.73% | 25.05%-4.3pp | 23.20%-2.5pp | 145.39%-124.7pp |
| Employer contribution / active EE | $10,034 | $3,456+190.3% | $2,977+237.0% | $4,194+139.2% |
| Participant deferral / active EE | $2,346 | $5,693-58.8% | $5,076-53.8% | $6,396-63.3% |
| Admin fee / account holder | $10,821 | $14,549-25.6% | $11,957-9.5% | $12,562-13.9% |