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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 | $339,719 | $209,336+62.3% | $197,124+72.3% | $137,256+147.5% |
| Participation rate | 89.5% | 87.3%+2.2pp | 86.7%+2.8pp | 80.0%+9.5pp |
| Annual return | 14.75% | 48.09%-33.3pp | 44.34%-29.6pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,566 | $6,591-76.2% | $6,227-74.9% | $4,156-62.3% |
| Participant deferral / active EE | $7,381 | $9,614-23.2% | $9,135-19.2% | $6,407+15.2% |
| Admin fee / account holder | $1,873 | $17,308-89.2% | $16,298-88.5% | $12,270-84.7% |