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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 | $256,139 | $172,111+48.8% | $150,298+70.4% | $137,256+86.6% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 15.28% | 69.37%-54.1pp | 62.79%-47.5pp | 220.34%-205.1pp |
| Employer contribution / active EE | $878 | $4,636-81.1% | $4,154-78.9% | $4,156-78.9% |
| Participant deferral / active EE | $6,223 | $6,166+0.9% | $5,453+14.1% | $6,407-2.9% |
| Admin fee / account holder | $477 | $16,471-97.1% | $14,116-96.6% | $12,270-96.1% |