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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 | $296,101 | $182,442+62.3% | $163,379+81.2% | $138,895+113.2% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.8%+10.7pp | 79.9%+7.6pp |
| Annual return | 16.22% | 72.74%-56.5pp | 63.41%-47.2pp | 145.39%-129.2pp |
| Employer contribution / active EE | $1,618 | $4,159-61.1% | $3,752-56.9% | $4,194-61.4% |
| Participant deferral / active EE | $2,474 | $6,817-63.7% | $6,282-60.6% | $6,396-61.3% |
| Admin fee / account holder | $7,305 | $10,396-29.7% | $9,818-25.6% | $12,562-41.9% |