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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 | $522,563 | $184,014+184.0% | $161,149+224.3% | $138,895+276.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 11.81% | 21.52%-9.7pp | 21.16%-9.3pp | 145.39%-133.6pp |
| Employer contribution / active EE | $6,079 | $5,055+20.3% | $4,360+39.4% | $4,194+44.9% |
| Participant deferral / active EE | $11,886 | $6,909+72.0% | $6,153+93.2% | $6,396+85.8% |
| Admin fee / account holder | $2,795 | $18,027-84.5% | $15,194-81.6% | $12,562-77.7% |