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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 | $278,477 | $174,379+59.7% | $152,093+83.1% | $138,895+100.5% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 20.90% | 74.86%-54.0pp | 66.36%-45.5pp | 145.39%-124.5pp |
| Employer contribution / active EE | $951 | $4,652-79.6% | $4,175-77.2% | $4,194-77.3% |
| Participant deferral / active EE | $4,543 | $6,159-26.2% | $5,451-16.7% | $6,396-29.0% |
| Admin fee / account holder | $11,715 | $16,880-30.6% | $14,497-19.2% | $12,562-6.7% |