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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 | $358,239 | $184,014+94.7% | $161,149+122.3% | $138,895+157.9% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.8%+8.7pp | 79.9%+7.6pp |
| Annual return | 15.52% | 21.52%-6.0pp | 21.16%-5.6pp | 145.39%-129.9pp |
| Employer contribution / active EE | $3,070 | $5,055-39.3% | $4,360-29.6% | $4,194-26.8% |
| Participant deferral / active EE | $13,985 | $6,909+102.4% | $6,153+127.3% | $6,396+118.6% |
| Admin fee / account holder | $2,428 | $18,027-86.5% | $15,194-84.0% | $12,562-80.7% |