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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 | $289,081 | $223,823+29.2% | $211,142+36.9% | $154,746+86.8% |
| Participation rate | 80.0% | 87.9%-7.9pp | 87.3%-7.3pp | 80.7%-0.7pp |
| Annual return | 19.80% | 50.39%-30.6pp | 46.84%-27.0pp | 172.34%-152.5pp |
| Employer contribution / active EE | $2,105 | $6,787-69.0% | $6,442-67.3% | $4,379-51.9% |
| Participant deferral / active EE | $7,522 | $9,750-22.9% | $9,284-19.0% | $6,730+11.8% |
| Admin fee / account holder | $1,577 | $19,707-92.0% | $19,076-91.7% | $14,365-89.0% |