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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 | $262,778 | $154,228+70.4% | $145,433+80.7% | $137,256+91.5% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 15.90% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.4pp |
| Employer contribution / active EE | $20,390 | $4,804+324.4% | $4,554+347.7% | $4,156+390.6% |
| Participant deferral / active EE | $18,077 | $8,216+120.0% | $7,897+128.9% | $6,407+182.2% |
| Admin fee / account holder | $10,974 | $14,344-23.5% | $13,129-16.4% | $12,270-10.6% |