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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 | $306,850 | $174,379+76.0% | $152,093+101.8% | $138,895+120.9% |
| Participation rate | 72.7% | 81.6%-8.9pp | 77.8%-5.0pp | 79.9%-7.2pp |
| Annual return | 17.35% | 74.86%-57.5pp | 66.36%-49.0pp | 145.39%-128.0pp |
| Employer contribution / active EE | $1,752 | $4,652-62.3% | $4,175-58.0% | $4,194-58.2% |
| Participant deferral / active EE | $5,936 | $6,159-3.6% | $5,451+8.9% | $6,396-7.2% |
| Admin fee / account holder | $5,827 | $16,880-65.5% | $14,497-59.8% | $12,562-53.6% |