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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 | $275,752+4.8% | $256,809+12.6% | $198,609+45.6% |
| Participation rate | 80.0% | 89.2%-9.2pp | 88.5%-8.5pp | 82.4%-2.4pp |
| Annual return | 19.80% | 34.81%-15.0pp | 32.73%-12.9pp | 202.70%-182.9pp |
| Employer contribution / active EE | $2,105 | $7,721-72.7% | $7,263-71.0% | $5,055-58.4% |
| Participant deferral / active EE | $7,522 | $10,037-25.1% | $9,520-21.0% | $6,977+7.8% |
| Admin fee / account holder | $1,577 | $25,716-93.9% | $25,146-93.7% | $19,030-91.7% |