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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 | $267,245 | $181,896+46.9% | $156,551+70.7% | $273,972-2.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.68% | 30.74%-20.1pp | 32.23%-21.6pp | 41.46%-30.8pp |
| Employer contribution / active EE | $9,725 | $6,248+55.7% | $5,501+76.8% | $4,869+99.7% |
| Participant deferral / active EE | $5,531 | $5,550-0.3% | $4,871+13.5% | $5,287+4.6% |
| Admin fee / account holder | $8,782 | $15,560-43.6% | $13,028-32.6% | $10,133-13.3% |