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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 | $278,046 | $172,111+61.6% | $150,298+85.0% | $137,256+102.6% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 17.54% | 69.37%-51.8pp | 62.79%-45.3pp | 220.34%-202.8pp |
| Employer contribution / active EE | $4,002 | $4,636-13.7% | $4,154-3.7% | $4,156-3.7% |
| Participant deferral / active EE | $9,283 | $6,166+50.6% | $5,453+70.3% | $6,407+44.9% |
| Admin fee / account holder | $2,502 | $16,471-84.8% | $14,116-82.3% | $12,270-79.6% |