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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 | $138,312+213.0% | $122,979+252.0% | $155,188+179.0% |
| Participation rate | 88.9% | 80.2%+8.7pp | 77.2%+11.7pp | 80.8%+8.1pp |
| Annual return | 20.73% | 22.06%-1.3pp | 20.12%+0.6pp | 148.84%-128.1pp |
| Employer contribution / active EE | $10,034 | $3,530+184.2% | $3,062+227.7% | $4,248+136.2% |
| Participant deferral / active EE | $2,346 | $5,592-58.1% | $5,003-53.1% | $6,531-64.1% |
| Admin fee / account holder | $10,821 | $15,089-28.3% | $12,864-15.9% | $14,480-25.3% |