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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 | $301,091 | $213,785+40.8% | $185,441+62.4% | $155,188+94.0% |
| Participation rate | 94.4% | 83.2%+11.2pp | 80.3%+14.2pp | 80.8%+13.6pp |
| Annual return | 14.99% | 19.97%-5.0pp | 20.16%-5.2pp | 148.84%-133.8pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,168 | $6,864-10.1% | $6,152+0.3% | $6,531-5.6% |
| Admin fee / account holder | $5,553 | $21,134-73.7% | $17,890-69.0% | $14,480-61.7% |