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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 | $251,507 | $184,014+36.7% | $161,149+56.1% | $138,895+81.1% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.8%-3.8pp | 79.9%-4.9pp |
| Annual return | 16.58% | 21.52%-4.9pp | 21.16%-4.6pp | 145.39%-128.8pp |
| Employer contribution / active EE | $2,039 | $5,055-59.7% | $4,360-53.2% | $4,194-51.4% |
| Participant deferral / active EE | $4,142 | $6,909-40.0% | $6,153-32.7% | $6,396-35.2% |
| Admin fee / account holder | $1,381 | $18,027-92.3% | $15,194-90.9% | $12,562-89.0% |