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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 | $280,115 | $199,109+40.7% | $173,730+61.2% | $154,746+81.0% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.6%-4.6pp | 80.7%-5.7pp |
| Annual return | 16.34% | 20.02%-3.7pp | 19.96%-3.6pp | 172.34%-156.0pp |
| Employer contribution / active EE | $4,377 | $5,311-17.6% | $4,577-4.4% | $4,3790% |
| Participant deferral / active EE | $7,326 | $7,113+3.0% | $6,326+15.8% | $6,730+8.8% |
| Admin fee / account holder | $2,568 | $20,916-87.7% | $17,523-85.3% | $14,365-82.1% |