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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 | $260,078 | $154,228+68.6% | $145,433+78.8% | $137,256+89.5% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 15.67% | 74.59%-58.9pp | 66.58%-50.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $3,157 | $4,804-34.3% | $4,554-30.7% | $4,156-24.0% |
| Participant deferral / active EE | $11,866 | $8,216+44.4% | $7,897+50.3% | $6,407+85.2% |
| Admin fee / account holder | $1,057 | $14,344-92.6% | $13,129-92.0% | $12,270-91.4% |