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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 | $239,571+32.1% | $183,328+72.6% | $137,256+130.6% |
| Participation rate | 78.6% | 82.4%-3.8pp | 77.3%+1.2pp | 80.0%-1.4pp |
| Annual return | 16.66% | 35.69%-19.0pp | 29.67%-13.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,923 | $6,148-52.5% | $5,055-42.2% | $4,156-29.7% |
| Participant deferral / active EE | $8,696 | $7,995+8.8% | $6,795+28.0% | $6,407+35.7% |
| Admin fee / account holder | $5,430 | $30,059-81.9% | $21,427-74.7% | $12,270-55.7% |