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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 | $351,150 | $156,398+124.5% | $147,318+138.4% | $138,895+152.8% |
| Participation rate | 76.9% | 83.8%-6.8pp | 82.1%-5.1pp | 79.9%-3.0pp |
| Annual return | 16.71% | 78.75%-62.0pp | 70.43%-53.7pp | 145.39%-128.7pp |
| Employer contribution / active EE | $1,276 | $4,853-73.7% | $4,593-72.2% | $4,194-69.6% |
| Participant deferral / active EE | $7,530 | $8,237-8.6% | $7,906-4.8% | $6,396+17.7% |
| Admin fee / account holder | $1,121 | $14,976-92.5% | $13,708-91.8% | $12,562-91.1% |