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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 | $297,767 | $275,752+8.0% | $256,809+15.9% | $198,609+49.9% |
| Participation rate | 80.0% | 89.2%-9.2pp | 88.5%-8.5pp | 82.4%-2.4pp |
| Annual return | 17.50% | 34.81%-17.3pp | 32.73%-15.2pp | 202.70%-185.2pp |
| Employer contribution / active EE | $3,879 | $7,721-49.8% | $7,263-46.6% | $5,055-23.3% |
| Participant deferral / active EE | $8,797 | $10,037-12.4% | $9,520-7.6% | $6,977+26.1% |
| Admin fee / account holder | $872 | $25,716-96.6% | $25,146-96.5% | $19,030-95.4% |