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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 | $315,980 | $154,228+104.9% | $145,433+117.3% | $137,256+130.2% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 14.88% | 74.59%-59.7pp | 66.58%-51.7pp | 220.34%-205.5pp |
| Employer contribution / active EE | $4,216 | $4,804-12.2% | $4,554-7.4% | $4,156+1.5% |
| Participant deferral / active EE | $8,288 | $8,216+0.9% | $7,897+4.9% | $6,407+29.4% |
| Admin fee / account holder | $2,138 | $14,344-85.1% | $13,129-83.7% | $12,270-82.6% |