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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 | $257,494 | $172,111+49.6% | $150,298+71.3% | $137,256+87.6% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 36.04% | 69.37%-33.3pp | 62.79%-26.7pp | 220.34%-184.3pp |
| Employer contribution / active EE | $1,927 | $4,636-58.4% | $4,154-53.6% | $4,156-53.6% |
| Participant deferral / active EE | $12,417 | $6,166+101.4% | $5,453+127.7% | $6,407+93.8% |
| Admin fee / account holder | $2,461 | $16,471-85.1% | $14,116-82.6% | $12,270-79.9% |