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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 | $321,998 | $181,062+77.8% | $158,223+103.5% | $155,188+107.5% |
| Participation rate | 80.0% | 82.7%-2.7pp | 79.2%+0.8pp | 80.8%-0.8pp |
| Annual return | 14.10% | 57.39%-43.3pp | 52.09%-38.0pp | 148.84%-134.7pp |
| Employer contribution / active EE | $2,080 | $4,565-54.4% | $4,109-49.4% | $4,248-51.0% |
| Participant deferral / active EE | $8,116 | $6,134+32.3% | $5,467+48.5% | $6,531+24.3% |
| Admin fee / account holder | $3,527 | $18,825-81.3% | $16,047-78.0% | $14,480-75.6% |