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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 | $271,864 | $254,759+6.7% | $216,567+25.5% | $198,609+36.9% |
| Participation rate | 80.0% | 84.5%-4.5pp | 81.6%-1.6pp | 82.4%-2.4pp |
| Annual return | 16.63% | 10.04%+6.6pp | 12.94%+3.7pp | 202.70%-186.1pp |
| Employer contribution / active EE | $6,659 | $6,096+9.2% | $5,216+27.7% | $5,055+31.7% |
| Participant deferral / active EE | $7,638 | $6,948+9.9% | $6,191+23.4% | $6,977+9.5% |
| Admin fee / account holder | $4,986 | $26,311-81.1% | $21,981-77.3% | $19,030-73.8% |