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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 | $257,780 | $126,661+103.5% | $113,397+127.3% | $138,895+85.6% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.5%+13.5pp | 79.9%+10.1pp |
| Annual return | 13.19% | 25.05%-11.9pp | 23.20%-10.0pp | 145.39%-132.2pp |
| Employer contribution / active EE | $3,768 | $3,456+9.0% | $2,977+26.5% | $4,194-10.2% |
| Participant deferral / active EE | $7,674 | $5,693+34.8% | $5,076+51.2% | $6,396+20.0% |
| Admin fee / account holder | $4,442 | $14,549-69.5% | $11,957-62.9% | $12,562-64.6% |