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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 | $462,741 | $254,759+81.6% | $216,567+113.7% | $198,609+133.0% |
| Participation rate | 87.5% | 84.5%+3.0pp | 81.6%+5.9pp | 82.4%+5.1pp |
| Annual return | 15.55% | 10.04%+5.5pp | 12.94%+2.6pp | 202.70%-187.2pp |
| Employer contribution / active EE | $12,127 | $6,096+98.9% | $5,216+132.5% | $5,055+139.9% |
| Participant deferral / active EE | $12,783 | $6,948+84.0% | $6,191+106.5% | $6,977+83.2% |
| Admin fee / account holder | $1,944 | $26,311-92.6% | $21,981-91.2% | $19,030-89.8% |