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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 | $260,741 | $154,228+69.1% | $145,433+79.3% | $137,256+90.0% |
| Participation rate | 81.8% | 83.8%-2.0pp | 82.1%-0.3pp | 80.0%+1.9pp |
| Annual return | 20.66% | 74.59%-53.9pp | 66.58%-45.9pp | 220.34%-199.7pp |
| Employer contribution / active EE | $2,304 | $4,804-52.0% | $4,554-49.4% | $4,156-44.6% |
| Participant deferral / active EE | $5,540 | $8,216-32.6% | $7,897-29.9% | $6,407-13.5% |
| Admin fee / account holder | $6,928 | $14,344-51.7% | $13,129-47.2% | $12,270-43.5% |