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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 | $320,946 | $201,344+59.4% | $184,243+74.2% | $145,877+120.0% |
| Participation rate | 81.8% | 87.5%-5.7pp | 86.8%-5.0pp | 80.3%+1.5pp |
| Annual return | 28.69% | 29.01%-0.3pp | 28.82%-0.1pp | 551.28%-522.6pp |
| Employer contribution / active EE | $2,755 | $7,022-60.8% | $6,427-57.1% | $4,663-40.9% |
| Participant deferral / active EE | $3,886 | $9,807-60.4% | $9,132-57.5% | $6,691-41.9% |
| Admin fee / account holder | $2,281 | $16,382-86.1% | $13,914-83.6% | $13,402-83.0% |