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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 | $346,221 | $153,769+125.2% | $133,975+158.4% | $273,972+26.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 11.73% | 36.51%-24.8pp | 29.29%-17.6pp | 41.46%-29.7pp |
| Employer contribution / active EE | $6,072 | $6,029+0.7% | $5,211+16.5% | $4,869+24.7% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $840 | $11,765-92.9% | $9,324-91.0% | $10,133-91.7% |