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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 | $275,215 | $199,109+38.2% | $173,730+58.4% | $154,746+77.8% |
| Participation rate | 81.3% | 82.8%-1.6pp | 79.6%+1.7pp | 80.7%+0.5pp |
| Annual return | 15.10% | 20.02%-4.9pp | 19.96%-4.9pp | 172.34%-157.2pp |
| Employer contribution / active EE | $3,198 | $5,311-39.8% | $4,577-30.1% | $4,379-27.0% |
| Participant deferral / active EE | $6,855 | $7,113-3.6% | $6,326+8.3% | $6,730+1.8% |
| Admin fee / account holder | $3,601 | $20,916-82.8% | $17,523-79.4% | $14,365-74.9% |