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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 | $185,312+38.9% | $161,489+59.4% | $154,746+66.3% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 15.89% | 103.84%-87.9pp | 89.72%-73.8pp | 172.34%-156.4pp |
| Employer contribution / active EE | $1,991 | $4,769-58.2% | $4,268-53.4% | $4,379-54.5% |
| Participant deferral / active EE | $9,883 | $6,350+55.6% | $5,630+75.5% | $6,730+46.8% |
| Admin fee / account holder | $3,763 | $18,654-79.8% | $16,006-76.5% | $14,365-73.8% |