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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 | $318,831 | $156,398+103.9% | $147,318+116.4% | $138,895+129.5% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 79.9%+10.1pp |
| Annual return | 14.78% | 78.75%-64.0pp | 70.43%-55.7pp | 145.39%-130.6pp |
| Employer contribution / active EE | $986 | $4,853-79.7% | $4,593-78.5% | $4,194-76.5% |
| Participant deferral / active EE | $8,345 | $8,237+1.3% | $7,906+5.5% | $6,396+30.5% |
| Admin fee / account holder | $7,546 | $14,976-49.6% | $13,708-44.9% | $12,562-39.9% |