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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 | $265,147 | $154,228+71.9% | $145,433+82.3% | $137,256+93.2% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 12.47% | 74.59%-62.1pp | 66.58%-54.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $1,040 | $4,804-78.4% | $4,554-77.2% | $4,156-75.0% |
| Participant deferral / active EE | $11,079 | $8,216+34.8% | $7,897+40.3% | $6,407+72.9% |
| Admin fee / account holder | $8,913 | $14,344-37.9% | $13,129-32.1% | $12,270-27.4% |