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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 | $327,405 | $275,752+18.7% | $256,809+27.5% | $198,609+64.8% |
| Participation rate | 71.4% | 89.2%-17.7pp | 88.5%-17.1pp | 82.4%-10.9pp |
| Annual return | 16.94% | 34.81%-17.9pp | 32.73%-15.8pp | 202.70%-185.8pp |
| Employer contribution / active EE | $2,452 | $7,721-68.2% | $7,263-66.2% | $5,055-51.5% |
| Participant deferral / active EE | $5,391 | $10,037-46.3% | $9,520-43.4% | $6,977-22.7% |
| Admin fee / account holder | $2,200 | $25,716-91.4% | $25,146-91.3% | $19,030-88.4% |