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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 | $304,192 | $184,014+65.3% | $161,149+88.8% | $138,895+119.0% |
| Participation rate | 76.9% | 82.1%-5.2pp | 78.8%-1.9pp | 79.9%-3.0pp |
| Annual return | 13.65% | 21.52%-7.9pp | 21.16%-7.5pp | 145.39%-131.7pp |
| Employer contribution / active EE | $2,597 | $5,055-48.6% | $4,360-40.4% | $4,194-38.1% |
| Participant deferral / active EE | $8,842 | $6,909+28.0% | $6,153+43.7% | $6,396+38.2% |
| Admin fee / account holder | $25,655 | $18,027+42.3% | $15,194+68.8% | $12,562+104.2% |