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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 | $489,853 | $174,379+180.9% | $152,093+222.1% | $138,895+252.7% |
| Participation rate | 76.9% | 81.6%-4.7pp | 77.8%-0.8pp | 79.9%-3.0pp |
| Annual return | 17.58% | 74.86%-57.3pp | 66.36%-48.8pp | 145.39%-127.8pp |
| Employer contribution / active EE | $895 | $4,652-80.8% | $4,175-78.6% | $4,194-78.7% |
| Participant deferral / active EE | $4,662 | $6,159-24.3% | $5,451-14.5% | $6,396-27.1% |
| Admin fee / account holder | $905 | $16,880-94.6% | $14,497-93.8% | $12,562-92.8% |