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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 | $181,062+53.8% | $158,223+76.0% | $155,188+79.4% |
| Participation rate | 80.0% | 82.7%-2.7pp | 79.2%+0.8pp | 80.8%-0.8pp |
| Annual return | 20.90% | 57.39%-36.5pp | 52.09%-31.2pp | 148.84%-127.9pp |
| Employer contribution / active EE | $951 | $4,565-79.2% | $4,109-76.9% | $4,248-77.6% |
| Participant deferral / active EE | $4,543 | $6,134-25.9% | $5,467-16.9% | $6,531-30.4% |
| Admin fee / account holder | $11,715 | $18,825-37.8% | $16,047-27.0% | $14,480-19.1% |