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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 | $316,452 | $282,059+12.2% | $213,469+48.2% | $154,746+104.5% |
| Participation rate | 78.6% | 82.7%-4.1pp | 77.1%+1.4pp | 80.7%-2.1pp |
| Annual return | 16.66% | 20.90%-4.2pp | 20.58%-3.9pp | 172.34%-155.7pp |
| Employer contribution / active EE | $2,923 | $6,189-52.8% | $4,994-41.5% | $4,379-33.3% |
| Participant deferral / active EE | $8,696 | $8,186+6.2% | $6,841+27.1% | $6,730+29.2% |
| Admin fee / account holder | $5,430 | $37,435-85.5% | $27,141-80.0% | $14,365-62.2% |