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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 | $287,714 | $184,014+56.4% | $161,149+78.5% | $138,895+107.1% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.8%+1.2pp | 79.9%+0.1pp |
| Annual return | 17.34% | 21.52%-4.2pp | 21.16%-3.8pp | 145.39%-128.1pp |
| Employer contribution / active EE | $23,169 | $5,055+358.3% | $4,360+431.4% | $4,194+452.4% |
| Participant deferral / active EE | $20,602 | $6,909+198.2% | $6,153+234.8% | $6,396+222.1% |
| Admin fee / account holder | $2,593 | $18,027-85.6% | $15,194-82.9% | $12,562-79.4% |