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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 | $261,377 | $185,312+41.0% | $161,489+61.9% | $154,746+68.9% |
| Participation rate | 86.7% | 82.5%+4.2pp | 78.7%+8.0pp | 80.7%+6.0pp |
| Annual return | 17.52% | 103.84%-86.3pp | 89.72%-72.2pp | 172.34%-154.8pp |
| Employer contribution / active EE | $1,359 | $4,769-71.5% | $4,268-68.2% | $4,379-69.0% |
| Participant deferral / active EE | $8,872 | $6,350+39.7% | $5,630+57.6% | $6,730+31.8% |
| Admin fee / account holder | $19,309 | $18,654+3.5% | $16,006+20.6% | $14,365+34.4% |