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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 | $266,391 | $199,109+33.8% | $173,730+53.3% | $154,746+72.1% |
| Participation rate | 91.7% | 82.8%+8.9pp | 79.6%+12.1pp | 80.7%+11.0pp |
| Annual return | 19.37% | 20.02%-0.6pp | 19.96%-0.6pp | 172.34%-153.0pp |
| Employer contribution / active EE | $3,757 | $5,311-29.3% | $4,577-17.9% | $4,379-14.2% |
| Participant deferral / active EE | $10,519 | $7,113+47.9% | $6,326+66.3% | $6,730+56.3% |
| Admin fee / account holder | $23,845 | $20,916+14.0% | $17,523+36.1% | $14,365+66.0% |