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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 | $388,413 | $199,109+95.1% | $173,730+123.6% | $154,746+151.0% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.6%-4.6pp | 80.7%-5.7pp |
| Annual return | 16.10% | 20.02%-3.9pp | 19.96%-3.9pp | 172.34%-156.2pp |
| Employer contribution / active EE | $2,032 | $5,311-61.7% | $4,577-55.6% | $4,379-53.6% |
| Participant deferral / active EE | $9,242 | $7,113+29.9% | $6,326+46.1% | $6,730+37.3% |
| Admin fee / account holder | $23,805 | $20,916+13.8% | $17,523+35.8% | $14,365+65.7% |