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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 | $341,244 | $196,972+73.2% | $182,262+87.2% | $198,609+71.8% |
| Participation rate | 80.0% | 85.7%-5.7pp | 84.2%-4.2pp | 82.4%-2.4pp |
| Annual return | 18.25% | 158.27%-140.0pp | 140.60%-122.3pp | 202.70%-184.4pp |
| Employer contribution / active EE | $1,505 | $5,364-71.9% | $5,046-70.2% | $5,055-70.2% |
| Participant deferral / active EE | $9,947 | $8,643+15.1% | $8,276+20.2% | $6,977+42.6% |
| Admin fee / account holder | $34,338 | $18,429+86.3% | $16,712+105.5% | $19,030+80.4% |