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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 | $185,312+37.4% | $161,489+57.6% | $154,746+64.5% |
| Participation rate | 78.9% | 82.5%-3.5pp | 78.7%+0.3pp | 80.7%-1.8pp |
| Annual return | 12.84% | 103.84%-91.0pp | 89.72%-76.9pp | 172.34%-159.5pp |
| Employer contribution / active EE | $2,943 | $4,769-38.3% | $4,268-31.0% | $4,379-32.8% |
| Participant deferral / active EE | $7,180 | $6,350+13.1% | $5,630+27.5% | $6,730+6.7% |
| Admin fee / account holder | $2,134 | $18,654-88.6% | $16,006-86.7% | $14,365-85.1% |