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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 | $281,437 | $139,948+101.1% | $121,663+131.3% | $154,746+81.9% |
| Participation rate | 80.0% | 78.0%+2.0pp | 74.5%+5.5pp | 80.7%-0.7pp |
| Annual return | 19.75% | 230.52%-210.8pp | 147.54%-127.8pp | 172.34%-152.6pp |
| Employer contribution / active EE | $2,029 | $3,521-42.4% | $3,020-32.8% | $4,379-53.7% |
| Participant deferral / active EE | $11,725 | $5,629+108.3% | $4,887+139.9% | $6,730+74.2% |
| Admin fee / account holder | $2,150 | $17,321-87.6% | $14,289-85.0% | $14,365-85.0% |