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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 | $269,402 | $156,398+72.3% | $147,318+82.9% | $138,895+94.0% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 17.17% | 78.75%-61.6pp | 70.43%-53.3pp | 145.39%-128.2pp |
| Employer contribution / active EE | $1,650 | $4,853-66.0% | $4,593-64.1% | $4,194-60.7% |
| Participant deferral / active EE | $7,025 | $8,237-14.7% | $7,906-11.2% | $6,396+9.8% |
| Admin fee / account holder | $2,717 | $14,976-81.9% | $13,708-80.2% | $12,562-78.4% |