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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 | $315,906 | $124,425+153.9% | $112,040+182.0% | $137,256+130.2% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.5%+11.0pp | 80.0%+7.5pp |
| Annual return | 15.74% | 24.72%-9.0pp | 24.52%-8.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $4,610 | $3,411+35.1% | $2,954+56.1% | $4,156+10.9% |
| Participant deferral / active EE | $12,120 | $5,718+111.9% | $5,098+137.7% | $6,407+89.2% |
| Admin fee / account holder | $10,073 | $15,207-33.8% | $12,098-16.7% | $12,270-17.9% |