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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 | $273,539 | $154,228+77.4% | $145,433+88.1% | $137,256+99.3% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 24.18% | 74.59%-50.4pp | 66.58%-42.4pp | 220.34%-196.2pp |
| Employer contribution / active EE | $4,338 | $4,804-9.7% | $4,554-4.7% | $4,156+4.4% |
| Participant deferral / active EE | $8,176 | $8,216-0.5% | $7,897+3.5% | $6,407+27.6% |
| Admin fee / account holder | $672 | $14,344-95.3% | $13,129-94.9% | $12,270-94.5% |