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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 | $270,302 | $154,228+75.3% | $145,433+85.9% | $137,256+96.9% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 16.13% | 74.59%-58.5pp | 66.58%-50.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $4,859 | $4,804+1.1% | $4,554+6.7% | $4,156+16.9% |
| Participant deferral / active EE | $13,354 | $8,216+62.5% | $7,897+69.1% | $6,407+108.4% |
| Admin fee / account holder | $3,036 | $14,344-78.8% | $13,129-76.9% | $12,270-75.3% |