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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 | $327,326 | $223,823+46.2% | $211,142+55.0% | $154,746+111.5% |
| Participation rate | 88.9% | 87.9%+1.0pp | 87.3%+1.6pp | 80.7%+8.2pp |
| Annual return | 19.83% | 50.39%-30.6pp | 46.84%-27.0pp | 172.34%-152.5pp |
| Employer contribution / active EE | $2,908 | $6,787-57.2% | $6,442-54.9% | $4,379-33.6% |
| Participant deferral / active EE | $9,241 | $9,750-5.2% | $9,284-0.5% | $6,730+37.3% |
| Admin fee / account holder | $2,092 | $19,707-89.4% | $19,076-89.0% | $14,365-85.4% |