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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 | $287,475 | $178,174+61.3% | $156,181+84.1% | $137,256+109.4% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.8%+1.2pp | 80.0%0pp |
| Annual return | 15.99% | 84.19%-68.2pp | 64.87%-48.9pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,334 | $4,972-73.2% | $4,294-68.9% | $4,156-67.9% |
| Participant deferral / active EE | $3,506 | $6,888-49.1% | $6,132-42.8% | $6,407-45.3% |
| Admin fee / account holder | $2,309 | $17,404-86.7% | $14,586-84.2% | $12,270-81.2% |