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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 | $213,785+54.0% | $185,441+77.5% | $155,188+112.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 25.47% | 19.97%+5.5pp | 20.16%+5.3pp | 148.84%-123.4pp |
| Employer contribution / active EE | $3,497 | $5,393-35.2% | $4,672-25.2% | $4,248-17.7% |
| Participant deferral / active EE | $11,909 | $6,864+73.5% | $6,152+93.6% | $6,531+82.3% |
| Admin fee / account holder | $2,434 | $21,134-88.5% | $17,890-86.4% | $14,480-83.2% |