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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 | $284,441 | $172,111+65.3% | $150,298+89.3% | $137,256+107.2% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 18.92% | 69.37%-50.5pp | 62.79%-43.9pp | 220.34%-201.4pp |
| Employer contribution / active EE | $2,398 | $4,636-48.3% | $4,154-42.3% | $4,156-42.3% |
| Participant deferral / active EE | $6,170 | $6,166+0.1% | $5,453+13.2% | $6,407-3.7% |
| Admin fee / account holder | $8,898 | $16,471-46.0% | $14,116-37.0% | $12,270-27.5% |