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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 | $411,256 | $211,946+94.0% | $169,452+142.7% | $135,380+203.8% |
| Participation rate | 85.7% | 82.6%+3.1pp | 77.8%+7.9pp | 82.6%+3.1pp |
| Annual return | 5.51% | 3.26%+2.2pp | 1.83%+3.7pp | 519.81%-514.3pp |
| Employer contribution / active EE | $5,714 | $5,117+11.7% | $4,157+37.5% | $4,779+19.6% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $33,689 | $11,472+193.7% | $9,110+269.8% | $10,828+211.1% |