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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 | $383,613 | $275,752+39.1% | $256,809+49.4% | $198,609+93.2% |
| Participation rate | 88.9% | 89.2%-0.3pp | 88.5%+0.4pp | 82.4%+6.5pp |
| Annual return | 13.30% | 34.81%-21.5pp | 32.73%-19.4pp | 202.70%-189.4pp |
| Employer contribution / active EE | $3,970 | $7,721-48.6% | $7,263-45.3% | $5,055-21.5% |
| Participant deferral / active EE | $16,222 | $10,037+61.6% | $9,520+70.4% | $6,977+132.5% |
| Admin fee / account holder | $5,453 | $25,716-78.8% | $25,146-78.3% | $19,030-71.3% |