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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 | $264,777 | $118,496+123.4% | $98,461+168.9% | $139,466+89.8% |
| Participation rate | 80.0% | 77.5%+2.5pp | 75.2%+4.8pp | 80.3%-0.3pp |
| Annual return | 25.14% | 18.96%+6.2pp | 21.17%+4.0pp | 373.66%-348.5pp |
| Employer contribution / active EE | $3,593 | $3,611-0.5% | $3,049+17.9% | $4,754-24.4% |
| Participant deferral / active EE | $14,680 | $5,393+172.2% | $4,738+209.8% | $6,712+118.7% |
| Admin fee / account holder | $2,284 | $14,056-83.7% | $8,961-74.5% | $11,409-80.0% |