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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 | $344,184 | $154,228+123.2% | $145,433+136.7% | $137,256+150.8% |
| Participation rate | 86.7% | 83.8%+2.9pp | 82.1%+4.5pp | 80.0%+6.7pp |
| Annual return | 18.90% | 74.59%-55.7pp | 66.58%-47.7pp | 220.34%-201.4pp |
| Employer contribution / active EE | $5,206 | $4,804+8.4% | $4,554+14.3% | $4,156+25.3% |
| Participant deferral / active EE | $8,167 | $8,216-0.6% | $7,897+3.4% | $6,407+27.5% |
| Admin fee / account holder | $10,202 | $14,344-28.9% | $13,129-22.3% | $12,270-16.9% |