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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 | $322,904 | $156,398+106.5% | $147,318+119.2% | $138,895+132.5% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 20.85% | 78.75%-57.9pp | 70.43%-49.6pp | 145.39%-124.5pp |
| Employer contribution / active EE | $5,270 | $4,853+8.6% | $4,593+14.7% | $4,194+25.6% |
| Participant deferral / active EE | $16,481 | $8,237+100.1% | $7,906+108.5% | $6,396+157.7% |
| Admin fee / account holder | $14,177 | $14,976-5.3% | $13,708+3.4% | $12,562+12.9% |