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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 | $329,247 | $254,759+29.2% | $216,567+52.0% | $198,609+65.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 25.47% | 10.04%+15.4pp | 12.94%+12.5pp | 202.70%-177.2pp |
| Employer contribution / active EE | $3,497 | $6,096-42.6% | $5,216-32.9% | $5,055-30.8% |
| Participant deferral / active EE | $11,909 | $6,948+71.4% | $6,191+92.4% | $6,977+70.7% |
| Admin fee / account holder | $2,434 | $26,311-90.8% | $21,981-88.9% | $19,030-87.2% |