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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 | $280,914 | $185,312+51.6% | $161,489+74.0% | $154,746+81.5% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 18.28% | 103.84%-85.6pp | 89.72%-71.4pp | 172.34%-154.1pp |
| Employer contribution / active EE | $1,842 | $4,769-61.4% | $4,268-56.8% | $4,379-57.9% |
| Participant deferral / active EE | $6,405 | $6,350+0.9% | $5,630+13.8% | $6,730-4.8% |
| Admin fee / account holder | $5,245 | $18,654-71.9% | $16,006-67.2% | $14,365-63.5% |