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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 | $257,184 | $174,379+47.5% | $152,093+69.1% | $138,895+85.2% |
| Participation rate | 81.8% | 81.6%+0.2pp | 77.8%+4.1pp | 79.9%+1.9pp |
| Annual return | 15.00% | 74.86%-59.9pp | 66.36%-51.4pp | 145.39%-130.4pp |
| Employer contribution / active EE | $2,589 | $4,652-44.3% | $4,175-38.0% | $4,194-38.3% |
| Participant deferral / active EE | $6,036 | $6,159-2.0% | $5,451+10.7% | $6,396-5.6% |
| Admin fee / account holder | $3,381 | $16,880-80.0% | $14,497-76.7% | $12,562-73.1% |