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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 | $265,127 | $254,759+4.1% | $216,567+22.4% | $198,609+33.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 19.87% | 10.04%+9.8pp | 12.94%+6.9pp | 202.70%-182.8pp |
| Employer contribution / active EE | $4,585 | $6,096-24.8% | $5,216-12.1% | $5,055-9.3% |
| Participant deferral / active EE | $14,335 | $6,948+106.3% | $6,191+131.6% | $6,977+105.5% |
| Admin fee / account holder | $567 | $26,311-97.8% | $21,981-97.4% | $19,030-97.0% |