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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 | $334,752 | $185,312+80.6% | $161,489+107.3% | $154,746+116.3% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 13.95% | 103.84%-89.9pp | 89.72%-75.8pp | 172.34%-158.4pp |
| Employer contribution / active EE | $3,359 | $4,769-29.6% | $4,268-21.3% | $4,379-23.3% |
| Participant deferral / active EE | $8,016 | $6,350+26.2% | $5,630+42.4% | $6,730+19.1% |
| Admin fee / account holder | $3,814 | $18,654-79.6% | $16,006-76.2% | $14,365-73.4% |