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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 | $285,566 | $135,956+110.0% | $123,894+130.5% | $273,972+4.2% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 7.14% | 56.63%-49.5pp | 47.52%-40.4pp | 41.46%-34.3pp |
| Employer contribution / active EE | $7,913 | $5,170+53.1% | $4,617+71.4% | $4,869+62.5% |
| Participant deferral / active EE | $3,238 | $6,343-49.0% | $5,984-45.9% | $5,287-38.8% |
| Admin fee / account holder | $3,268 | $9,817-66.7% | $8,357-60.9% | $10,133-67.7% |