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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 | $491,001 | $184,014+166.8% | $161,149+204.7% | $138,895+253.5% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.8%+1.2pp | 79.9%+0.1pp |
| Annual return | 19.78% | 21.52%-1.7pp | 21.16%-1.4pp | 145.39%-125.6pp |
| Employer contribution / active EE | $1,186 | $5,055-76.5% | $4,360-72.8% | $4,194-71.7% |
| Participant deferral / active EE | $8,801 | $6,909+27.4% | $6,153+43.0% | $6,396+37.6% |
| Admin fee / account holder | $8,737 | $18,027-51.5% | $15,194-42.5% | $12,562-30.4% |