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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 | $251,766 | $154,228+63.2% | $145,433+73.1% | $137,256+83.4% |
| Participation rate | 73.3% | 83.8%-10.5pp | 82.1%-8.8pp | 80.0%-6.6pp |
| Annual return | 16.63% | 74.59%-58.0pp | 66.58%-49.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,390 | $4,804-50.2% | $4,554-47.5% | $4,156-42.5% |
| Participant deferral / active EE | $9,049 | $8,216+10.1% | $7,897+14.6% | $6,407+41.2% |
| Admin fee / account holder | $1,619 | $14,344-88.7% | $13,129-87.7% | $12,270-86.8% |