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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 | $276,307 | $181,062+52.6% | $158,223+74.6% | $155,188+78.0% |
| Participation rate | 80.0% | 82.7%-2.7pp | 79.2%+0.8pp | 80.8%-0.8pp |
| Annual return | 11.18% | 57.39%-46.2pp | 52.09%-40.9pp | 148.84%-137.7pp |
| Employer contribution / active EE | $1,092 | $4,565-76.1% | $4,109-73.4% | $4,248-74.3% |
| Participant deferral / active EE | $6,822 | $6,134+11.2% | $5,467+24.8% | $6,531+4.5% |
| Admin fee / account holder | $3,092 | $18,825-83.6% | $16,047-80.7% | $14,480-78.6% |