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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 | $315,200+0.4% | $238,191+32.9% | $155,188+103.9% |
| Participation rate | 78.6% | 82.6%-4.0pp | 77.1%+1.5pp | 80.8%-2.2pp |
| Annual return | 16.66% | 10.25%+6.4pp | 13.02%+3.6pp | 148.84%-132.2pp |
| Employer contribution / active EE | $2,923 | $6,383-54.2% | $5,082-42.5% | $4,248-31.2% |
| Participant deferral / active EE | $8,696 | $8,044+8.1% | $6,726+29.3% | $6,531+33.2% |
| Admin fee / account holder | $5,430 | $48,031-88.7% | $34,582-84.3% | $14,480-62.5% |