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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 | $302,145 | $100,970+199.2% | $96,576+212.9% | $137,256+120.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 16.56% | 38.16%-21.6pp | 38.47%-21.9pp | 220.34%-203.8pp |
| Employer contribution / active EE | $4,259 | $3,809+11.8% | $3,553+19.9% | $4,156+2.5% |
| Participant deferral / active EE | $7,957 | $8,286-4.0% | $7,9560% | $6,407+24.2% |
| Admin fee / account holder | $6,942 | $11,312-38.6% | $11,381-39.0% | $12,270-43.4% |