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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 | $263,440 | $155,555+69.4% | $146,866+79.4% | $155,188+69.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 14.58% | 115.41%-100.8pp | 102.85%-88.3pp | 148.84%-134.3pp |
| Employer contribution / active EE | $6,307 | $4,647+35.7% | $4,425+42.5% | $4,248+48.5% |
| Participant deferral / active EE | $9,830 | $8,044+22.2% | $7,759+26.7% | $6,531+50.5% |
| Admin fee / account holder | $5,812 | $14,755-60.6% | $13,620-57.3% | $14,480-59.9% |