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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 | $184,014+52.2% | $161,149+73.8% | $138,895+101.7% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.8%-3.8pp | 79.9%-4.9pp |
| Annual return | 16.34% | 21.52%-5.2pp | 21.16%-4.8pp | 145.39%-129.1pp |
| Employer contribution / active EE | $4,377 | $5,055-13.4% | $4,360+0.4% | $4,194+4.4% |
| Participant deferral / active EE | $7,326 | $6,909+6.0% | $6,153+19.1% | $6,396+14.5% |
| Admin fee / account holder | $2,568 | $18,027-85.8% | $15,194-83.1% | $12,562-79.6% |