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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 | $275,575 | $154,228+78.7% | $145,433+89.5% | $137,256+100.8% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 17.73% | 74.59%-56.9pp | 66.58%-48.9pp | 220.34%-202.6pp |
| Employer contribution / active EE | $9,230 | $4,804+92.1% | $4,554+102.7% | $4,156+122.1% |
| Participant deferral / active EE | $8,283 | $8,216+0.8% | $7,897+4.9% | $6,407+29.3% |
| Admin fee / account holder | $1,275 | $14,344-91.1% | $13,129-90.3% | $12,270-89.6% |