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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 | $259,413 | $155,555+66.8% | $146,866+76.6% | $155,188+67.2% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 17.53% | 115.41%-97.9pp | 102.85%-85.3pp | 148.84%-131.3pp |
| Employer contribution / active EE | $3,151 | $4,647-32.2% | $4,425-28.8% | $4,248-25.8% |
| Participant deferral / active EE | $7,096 | $8,044-11.8% | $7,759-8.6% | $6,531+8.6% |
| Admin fee / account holder | $6,749 | $14,755-54.3% | $13,620-50.4% | $14,480-53.4% |