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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 | $99,875+248.8% | $146,866+137.2% | $86,983+300.5% |
| Participation rate | 91.2% | 75.8%+15.4pp | 82.5%+8.7pp | 69.5%+21.6pp |
| Annual return | 17.79% | 28.10%-10.3pp | 102.85%-85.1pp | 25.83%-8.0pp |
| Employer contribution / active EE | $4,268 | $3,224+32.4% | $4,425-3.6% | $2,584+65.1% |
| Participant deferral / active EE | $12,661 | $6,322+100.3% | $7,759+63.2% | $4,194+201.9% |
| Admin fee / account holder | $10,585 | $7,838+35.1% | $13,620-22.3% | $7,856+34.7% |