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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 | $306,215 | $172,111+77.9% | $150,298+103.7% | $137,256+123.1% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 16.44% | 69.37%-52.9pp | 62.79%-46.3pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,879 | $4,636-59.5% | $4,154-54.8% | $4,156-54.8% |
| Participant deferral / active EE | $9,893 | $6,166+60.5% | $5,453+81.4% | $6,407+54.4% |
| Admin fee / account holder | $1,463 | $16,471-91.1% | $14,116-89.6% | $12,270-88.1% |