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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 | $284,084 | $154,228+84.2% | $145,433+95.3% | $137,256+107.0% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 18.92% | 74.59%-55.7pp | 66.58%-47.7pp | 220.34%-201.4pp |
| Employer contribution / active EE | $3,238 | $4,804-32.6% | $4,554-28.9% | $4,156-22.1% |
| Participant deferral / active EE | $10,830 | $8,216+31.8% | $7,897+37.1% | $6,407+69.0% |
| Admin fee / account holder | $1,280 | $14,344-91.1% | $13,129-90.3% | $12,270-89.6% |