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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 | $275,752+18.7% | $256,809+27.5% | $198,609+64.8% |
| Participation rate | 88.9% | 89.2%-0.3pp | 88.5%+0.4pp | 82.4%+6.5pp |
| Annual return | 19.83% | 34.81%-15.0pp | 32.73%-12.9pp | 202.70%-182.9pp |
| Employer contribution / active EE | $2,908 | $7,721-62.3% | $7,263-60.0% | $5,055-42.5% |
| Participant deferral / active EE | $9,241 | $10,037-7.9% | $9,520-2.9% | $6,977+32.5% |
| Admin fee / account holder | $2,092 | $25,716-91.9% | $25,146-91.7% | $19,030-89.0% |