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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 | $254,551 | $172,111+47.9% | $150,298+69.4% | $137,256+85.5% |
| Participation rate | 78.9% | 81.7%-2.8pp | 77.8%+1.2pp | 80.0%-1.0pp |
| Annual return | 12.84% | 69.37%-56.5pp | 62.79%-49.9pp | 220.34%-207.5pp |
| Employer contribution / active EE | $2,943 | $4,636-36.5% | $4,154-29.1% | $4,156-29.2% |
| Participant deferral / active EE | $7,180 | $6,166+16.5% | $5,453+31.7% | $6,407+12.1% |
| Admin fee / account holder | $2,134 | $16,471-87.0% | $14,116-84.9% | $12,270-82.6% |