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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 | $260,338 | $174,379+49.3% | $152,093+71.2% | $138,895+87.4% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 17.66% | 74.86%-57.2pp | 66.36%-48.7pp | 145.39%-127.7pp |
| Employer contribution / active EE | $6,398 | $4,652+37.5% | $4,175+53.3% | $4,194+52.5% |
| Participant deferral / active EE | $6,146 | $6,159-0.2% | $5,451+12.7% | $6,396-3.9% |
| Admin fee / account holder | $2,298 | $16,880-86.4% | $14,497-84.2% | $12,562-81.7% |