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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 | $264,262 | $172,111+53.5% | $150,298+75.8% | $137,256+92.5% |
| Participation rate | 78.6% | 81.7%-3.1pp | 77.8%+0.8pp | 80.0%-1.4pp |
| Annual return | 16.76% | 69.37%-52.6pp | 62.79%-46.0pp | 220.34%-203.6pp |
| Employer contribution / active EE | $3,714 | $4,636-19.9% | $4,154-10.6% | $4,156-10.6% |
| Participant deferral / active EE | $11,887 | $6,166+92.8% | $5,453+118.0% | $6,407+85.5% |
| Admin fee / account holder | $7,283 | $16,471-55.8% | $14,116-48.4% | $12,270-40.6% |