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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 | $304,715 | $275,752+10.5% | $256,809+18.7% | $198,609+53.4% |
| Participation rate | 87.5% | 89.2%-1.7pp | 88.5%-1.0pp | 82.4%+5.1pp |
| Annual return | 14.15% | 34.81%-20.7pp | 32.73%-18.6pp | 202.70%-188.5pp |
| Employer contribution / active EE | $3,678 | $7,721-52.4% | $7,263-49.4% | $5,055-27.2% |
| Participant deferral / active EE | $12,468 | $10,037+24.2% | $9,520+31.0% | $6,977+78.7% |
| Admin fee / account holder | $1,349 | $25,716-94.8% | $25,146-94.6% | $19,030-92.9% |