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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 | $269,092 | $184,014+46.2% | $161,149+67.0% | $138,895+93.7% |
| Participation rate | 90.9% | 82.1%+8.8pp | 78.8%+12.1pp | 79.9%+11.0pp |
| Annual return | 15.20% | 21.52%-6.3pp | 21.16%-6.0pp | 145.39%-130.2pp |
| Employer contribution / active EE | $4,390 | $5,055-13.2% | $4,360+0.7% | $4,194+4.7% |
| Participant deferral / active EE | $16,513 | $6,909+139.0% | $6,153+168.4% | $6,396+158.2% |
| Admin fee / account holder | $2,244 | $18,027-87.6% | $15,194-85.2% | $12,562-82.1% |