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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 | $257,352 | $172,111+49.5% | $150,298+71.2% | $137,256+87.5% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 15.89% | 69.37%-53.5pp | 62.79%-46.9pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,991 | $4,636-57.1% | $4,154-52.1% | $4,156-52.1% |
| Participant deferral / active EE | $9,883 | $6,166+60.3% | $5,453+81.2% | $6,407+54.3% |
| Admin fee / account holder | $3,763 | $16,471-77.2% | $14,116-73.3% | $12,270-69.3% |