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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 | $266,802 | $199,109+34.0% | $173,730+53.6% | $154,746+72.4% |
| Participation rate | 78.6% | 82.8%-4.2pp | 79.6%-1.0pp | 80.7%-2.1pp |
| Annual return | 13.54% | 20.02%-6.5pp | 19.96%-6.4pp | 172.34%-158.8pp |
| Employer contribution / active EE | $1,904 | $5,311-64.2% | $4,577-58.4% | $4,379-56.5% |
| Participant deferral / active EE | $8,946 | $7,113+25.8% | $6,326+41.4% | $6,730+32.9% |
| Admin fee / account holder | $1,548 | $20,916-92.6% | $17,523-91.2% | $14,365-89.2% |