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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 | $382,024 | $154,228+147.7% | $145,433+162.7% | $137,256+178.3% |
| Participation rate | 76.9% | 83.8%-6.9pp | 82.1%-5.2pp | 80.0%-3.0pp |
| Annual return | 16.47% | 74.59%-58.1pp | 66.58%-50.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $3,594 | $4,804-25.2% | $4,554-21.1% | $4,156-13.5% |
| Participant deferral / active EE | $7,873 | $8,216-4.2% | $7,897-0.3% | $6,407+22.9% |
| Admin fee / account holder | $2,500 | $14,344-82.6% | $13,129-81.0% | $12,270-79.6% |