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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 | $376,595 | $254,759+47.8% | $216,567+73.9% | $198,609+89.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 13.83% | 10.04%+3.8pp | 12.94%+0.9pp | 202.70%-188.9pp |
| Employer contribution / active EE | $8,447 | $6,096+38.6% | $5,216+62.0% | $5,055+67.1% |
| Participant deferral / active EE | $15,126 | $6,948+117.7% | $6,191+144.3% | $6,977+116.8% |
| Admin fee / account holder | $798 | $26,311-97.0% | $21,981-96.4% | $19,030-95.8% |