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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 | $256,279 | $184,014+39.3% | $161,149+59.0% | $138,895+84.5% |
| Participation rate | 89.5% | 82.1%+7.4pp | 78.8%+10.6pp | 79.9%+9.6pp |
| Annual return | 19.73% | 21.52%-1.8pp | 21.16%-1.4pp | 145.39%-125.7pp |
| Employer contribution / active EE | $5,019 | $5,055-0.7% | $4,360+15.1% | $4,194+19.7% |
| Participant deferral / active EE | $10,242 | $6,909+48.2% | $6,153+66.5% | $6,396+60.1% |
| Admin fee / account holder | $34,677 | $18,027+92.4% | $15,194+128.2% | $12,562+176.0% |