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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 | $255,906 | $199,109+28.5% | $173,730+47.3% | $154,746+65.4% |
| Participation rate | 94.1% | 82.8%+11.3pp | 79.6%+14.5pp | 80.7%+13.4pp |
| Annual return | 17.98% | 20.02%-2.0pp | 19.96%-2.0pp | 172.34%-154.4pp |
| Employer contribution / active EE | $3,634 | $5,311-31.6% | $4,577-20.6% | $4,379-17.0% |
| Participant deferral / active EE | $9,421 | $7,113+32.5% | $6,326+48.9% | $6,730+40.0% |
| Admin fee / account holder | $55,409 | $20,916+164.9% | $17,523+216.2% | $14,365+285.7% |