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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 | $277,135 | $154,228+79.7% | $145,433+90.6% | $137,256+101.9% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 13.64% | 74.59%-60.9pp | 66.58%-52.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $3,348 | $4,804-30.3% | $4,554-26.5% | $4,156-19.4% |
| Participant deferral / active EE | $9,198 | $8,216+11.9% | $7,897+16.5% | $6,407+43.6% |
| Admin fee / account holder | $1,104 | $14,344-92.3% | $13,129-91.6% | $12,270-91.0% |