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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 | $253,628 | $275,752-8.0% | $256,809-1.2% | $198,609+27.7% |
| Participation rate | 90.9% | 89.2%+1.7pp | 88.5%+2.4pp | 82.4%+8.5pp |
| Annual return | 18.55% | 34.81%-16.3pp | 32.73%-14.2pp | 202.70%-184.1pp |
| Employer contribution / active EE | $3,254 | $7,721-57.8% | $7,263-55.2% | $5,055-35.6% |
| Participant deferral / active EE | $14,584 | $10,037+45.3% | $9,520+53.2% | $6,977+109.0% |
| Admin fee / account holder | $19,573 | $25,716-23.9% | $25,146-22.2% | $19,030+2.8% |