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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 | $253,213 | $185,312+36.6% | $161,489+56.8% | $154,746+63.6% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 17.59% | 103.84%-86.3pp | 89.72%-72.1pp | 172.34%-154.8pp |
| Employer contribution / active EE | $3,050 | $4,769-36.0% | $4,268-28.5% | $4,379-30.4% |
| Participant deferral / active EE | $6,527 | $6,350+2.8% | $5,630+15.9% | $6,730-3.0% |
| Admin fee / account holder | $1,026 | $18,654-94.5% | $16,006-93.6% | $14,365-92.9% |