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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 | $265,713 | $199,109+33.5% | $173,730+52.9% | $154,746+71.7% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.6%-8.1pp | 80.7%-9.3pp |
| Annual return | 16.87% | 20.02%-3.2pp | 19.96%-3.1pp | 172.34%-155.5pp |
| Employer contribution / active EE | $3,004 | $5,311-43.4% | $4,577-34.4% | $4,379-31.4% |
| Participant deferral / active EE | $9,590 | $7,113+34.8% | $6,326+51.6% | $6,730+42.5% |
| Admin fee / account holder | $2,554 | $20,916-87.8% | $17,523-85.4% | $14,365-82.2% |