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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 | $255,801 | $154,228+65.9% | $145,433+75.9% | $137,256+86.4% |
| Participation rate | 72.7% | 83.8%-11.1pp | 82.1%-9.4pp | 80.0%-7.2pp |
| Annual return | 15.97% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $2,941 | $4,804-38.8% | $4,554-35.4% | $4,156-29.2% |
| Participant deferral / active EE | $6,763 | $8,216-17.7% | $7,897-14.4% | $6,407+5.6% |
| Admin fee / account holder | $4,359 | $14,344-69.6% | $13,129-66.8% | $12,270-64.5% |