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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 | $275,831 | $254,759+8.3% | $216,567+27.4% | $198,609+38.9% |
| Participation rate | 89.5% | 84.5%+5.0pp | 81.6%+7.8pp | 82.4%+7.1pp |
| Annual return | 12.63% | 10.04%+2.6pp | 12.94%-0.3pp | 202.70%-190.1pp |
| Employer contribution / active EE | $2,938 | $6,096-51.8% | $5,216-43.7% | $5,055-41.9% |
| Participant deferral / active EE | $6,075 | $6,948-12.6% | $6,191-1.9% | $6,977-12.9% |
| Admin fee / account holder | $9,183 | $26,311-65.1% | $21,981-58.2% | $19,030-51.7% |