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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 | $409,157 | $123,793+230.5% | $177,840+130.1% | $79,852+412.4% |
| Participation rate | 98.1% | 84.7%+13.5pp | 87.7%+10.4pp | 69.6%+28.5pp |
| Annual return | 21.63% | 22.82%-1.2pp | 48.32%-26.7pp | 31.72%-10.1pp |
| Employer contribution / active EE | $2,986 | $4,095-27.1% | $5,919-49.5% | $2,471+20.8% |
| Participant deferral / active EE | $10,200 | $5,956+71.2% | $7,714+32.2% | $3,740+172.7% |
| Admin fee / account holder | $7,006 | $7,243-3.3% | $12,431-43.6% | $5,306+32.0% |