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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 | $299,121 | $199,109+50.2% | $173,730+72.2% | $154,746+93.3% |
| Participation rate | 78.6% | 82.8%-4.2pp | 79.6%-1.0pp | 80.7%-2.1pp |
| Annual return | 9.01% | 20.02%-11.0pp | 19.96%-10.9pp | 172.34%-163.3pp |
| Employer contribution / active EE | $5,828 | $5,311+9.7% | $4,577+27.3% | $4,379+33.1% |
| Participant deferral / active EE | $7,825 | $7,113+10.0% | $6,326+23.7% | $6,730+16.3% |
| Admin fee / account holder | $35,996 | $20,916+72.1% | $17,523+105.4% | $14,365+150.6% |