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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 | $262,037 | $174,379+50.3% | $152,093+72.3% | $138,895+88.7% |
| Participation rate | 72.7% | 81.6%-8.9pp | 77.8%-5.0pp | 79.9%-7.2pp |
| Annual return | 16.98% | 74.86%-57.9pp | 66.36%-49.4pp | 145.39%-128.4pp |
| Employer contribution / active EE | $2,830 | $4,652-39.2% | $4,175-32.2% | $4,194-32.5% |
| Participant deferral / active EE | $8,100 | $6,159+31.5% | $5,451+48.6% | $6,396+26.6% |
| Admin fee / account holder | $1,656 | $16,880-90.2% | $14,497-88.6% | $12,562-86.8% |