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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 | $279,859 | $155,555+79.9% | $146,866+90.6% | $155,188+80.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 20.02% | 115.41%-95.4pp | 102.85%-82.8pp | 148.84%-128.8pp |
| Employer contribution / active EE | $4,157 | $4,647-10.5% | $4,425-6.0% | $4,248-2.1% |
| Participant deferral / active EE | $12,626 | $8,044+57.0% | $7,759+62.7% | $6,531+93.3% |
| Admin fee / account holder | $950 | $14,755-93.6% | $13,620-93.0% | $14,480-93.4% |