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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 | $185,312+65.2% | $161,489+89.6% | $154,746+97.9% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 16.44% | 103.84%-87.4pp | 89.72%-73.3pp | 172.34%-155.9pp |
| Employer contribution / active EE | $1,879 | $4,769-60.6% | $4,268-56.0% | $4,379-57.1% |
| Participant deferral / active EE | $9,893 | $6,350+55.8% | $5,630+75.7% | $6,730+47.0% |
| Admin fee / account holder | $1,463 | $18,654-92.2% | $16,006-90.9% | $14,365-89.8% |