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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 | $308,885 | $154,228+100.3% | $145,433+112.4% | $137,256+125.0% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 14.96% | 74.59%-59.6pp | 66.58%-51.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $3,364 | $4,804-30.0% | $4,554-26.1% | $4,156-19.0% |
| Participant deferral / active EE | $10,082 | $8,216+22.7% | $7,897+27.7% | $6,407+57.4% |
| Admin fee / account holder | $2,565 | $14,344-82.1% | $13,129-80.5% | $12,270-79.1% |