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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 | $348,332 | $106,524+227.0% | $152,301+128.7% | $87,485+298.2% |
| Participation rate | 91.2% | 75.8%+15.4pp | 82.4%+8.7pp | 68.9%+22.2pp |
| Annual return | 17.79% | 26.89%-9.1pp | 80.50%-62.7pp | 26.06%-8.3pp |
| Employer contribution / active EE | $4,268 | $3,371+26.6% | $4,624-7.7% | $2,596+64.4% |
| Participant deferral / active EE | $12,661 | $6,525+94.0% | $8,004+58.2% | $4,274+196.3% |
| Admin fee / account holder | $10,585 | $8,287+27.7% | $14,398-26.5% | $7,775+36.1% |