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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 | $333,453 | $154,228+116.2% | $145,433+129.3% | $137,256+142.9% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 14.67% | 74.59%-59.9pp | 66.58%-51.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $2,552 | $4,804-46.9% | $4,554-44.0% | $4,156-38.6% |
| Participant deferral / active EE | $3,974 | $8,216-51.6% | $7,897-49.7% | $6,407-38.0% |
| Admin fee / account holder | $3,330 | $14,344-76.8% | $13,129-74.6% | $12,270-72.9% |