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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 | $318,767 | $156,398+103.8% | $147,318+116.4% | $138,895+129.5% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 15.98% | 78.75%-62.8pp | 70.43%-54.5pp | 145.39%-129.4pp |
| Employer contribution / active EE | $2,421 | $4,853-50.1% | $4,593-47.3% | $4,194-42.3% |
| Participant deferral / active EE | $7,888 | $8,237-4.2% | $7,906-0.2% | $6,396+23.3% |
| Admin fee / account holder | $942 | $14,976-93.7% | $13,708-93.1% | $12,562-92.5% |