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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 | $280,221 | $185,312+51.2% | $161,489+73.5% | $154,746+81.1% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 17.74% | 103.84%-86.1pp | 89.72%-72.0pp | 172.34%-154.6pp |
| Employer contribution / active EE | $1,888 | $4,769-60.4% | $4,268-55.8% | $4,379-56.9% |
| Participant deferral / active EE | $7,600 | $6,350+19.7% | $5,630+35.0% | $6,730+12.9% |
| Admin fee / account holder | $19,286 | $18,654+3.4% | $16,006+20.5% | $14,365+34.3% |