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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 | $306,126 | $251,004+22.0% | $191,597+59.8% | $138,895+120.4% |
| Participation rate | 70.0% | 82.4%-12.4pp | 76.9%-6.9pp | 79.9%-9.9pp |
| Annual return | 12.43% | 31.05%-18.6pp | 27.07%-14.6pp | 145.39%-133.0pp |
| Employer contribution / active EE | $1,730 | $6,226-72.2% | $5,025-65.6% | $4,194-58.8% |
| Participant deferral / active EE | $9,521 | $8,154+16.8% | $6,850+39.0% | $6,396+48.8% |
| Admin fee / account holder | $1,299 | $31,471-95.9% | $22,799-94.3% | $12,562-89.7% |