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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 | $262,706 | $172,111+52.6% | $150,298+74.8% | $137,256+91.4% |
| Participation rate | 76.9% | 81.7%-4.8pp | 77.8%-0.8pp | 80.0%-3.0pp |
| Annual return | 16.00% | 69.37%-53.4pp | 62.79%-46.8pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,727 | $4,636-62.7% | $4,154-58.4% | $4,156-58.4% |
| Participant deferral / active EE | $3,651 | $6,166-40.8% | $5,453-33.0% | $6,407-43.0% |
| Admin fee / account holder | $2,030 | $16,471-87.7% | $14,116-85.6% | $12,270-83.5% |