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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 | $366,915 | $210,510+74.3% | $153,500+139.0% | $145,877+151.5% |
| Participation rate | 88.9% | 82.1%+6.8pp | 77.1%+11.8pp | 80.3%+8.6pp |
| Annual return | 16.40% | 13.45%+3.0pp | 15.70%+0.7pp | 551.28%-534.9pp |
| Employer contribution / active EE | $7,153 | $6,052+18.2% | $5,039+41.9% | $4,663+53.4% |
| Participant deferral / active EE | $0 | $7,974-100.0% | $6,756-100.0% | $6,691-100.0% |
| Admin fee / account holder | $12,985 | $19,455-33.3% | $12,736+2.0% | $13,402-3.1% |