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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 | $289,956 | $212,386+36.5% | $199,883+45.1% | $138,895+108.8% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.8%+0.7pp | 79.9%+7.6pp |
| Annual return | 17.53% | 47.75%-30.2pp | 43.81%-26.3pp | 145.39%-127.9pp |
| Employer contribution / active EE | $4,075 | $6,625-38.5% | $6,261-34.9% | $4,194-2.9% |
| Participant deferral / active EE | $11,197 | $9,617+16.4% | $9,138+22.5% | $6,396+75.1% |
| Admin fee / account holder | $1,158 | $18,233-93.6% | $17,268-93.3% | $12,562-90.8% |