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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 | $251,801 | $156,398+61.0% | $147,318+70.9% | $138,895+81.3% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 18.50% | 78.75%-60.2pp | 70.43%-51.9pp | 145.39%-126.9pp |
| Employer contribution / active EE | $2,269 | $4,853-53.3% | $4,593-50.6% | $4,194-45.9% |
| Participant deferral / active EE | $6,726 | $8,237-18.3% | $7,906-14.9% | $6,396+5.2% |
| Admin fee / account holder | $1,268 | $14,976-91.5% | $13,708-90.8% | $12,562-89.9% |