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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 | $274,748 | $136,860+100.8% | $120,344+128.3% | $154,746+77.5% |
| Participation rate | 94.7% | 79.9%+14.8pp | 76.7%+18.0pp | 80.7%+14.0pp |
| Annual return | 13.78% | 21.38%-7.6pp | 20.30%-6.5pp | 172.34%-158.6pp |
| Employer contribution / active EE | $3,398 | $3,533-3.8% | $3,020+12.5% | $4,379-22.4% |
| Participant deferral / active EE | $7,291 | $5,793+25.9% | $5,135+42.0% | $6,730+8.3% |
| Admin fee / account holder | $42,539 | $15,393+176.4% | $12,742+233.9% | $14,365+196.1% |