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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 | $269,054 | $154,228+74.5% | $145,433+85.0% | $137,256+96.0% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 18.56% | 74.59%-56.0pp | 66.58%-48.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $2,902 | $4,804-39.6% | $4,554-36.3% | $4,156-30.2% |
| Participant deferral / active EE | $6,596 | $8,216-19.7% | $7,897-16.5% | $6,407+3.0% |
| Admin fee / account holder | $3,823 | $14,344-73.3% | $13,129-70.9% | $12,270-68.8% |