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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 | $264,465 | $154,228+71.5% | $145,433+81.8% | $137,256+92.7% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 14.95% | 74.59%-59.6pp | 66.58%-51.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $3,045 | $4,804-36.6% | $4,554-33.2% | $4,156-26.7% |
| Participant deferral / active EE | $9,124 | $8,216+11.1% | $7,897+15.5% | $6,407+42.4% |
| Admin fee / account holder | $4,193 | $14,344-70.8% | $13,129-68.1% | $12,270-65.8% |