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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 | $412,430 | $155,555+165.1% | $146,866+180.8% | $155,188+165.8% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.5%-4.7pp | 80.8%-3.0pp |
| Annual return | 15.06% | 115.41%-100.4pp | 102.85%-87.8pp | 148.84%-133.8pp |
| Employer contribution / active EE | $2,587 | $4,647-44.3% | $4,425-41.5% | $4,248-39.1% |
| Participant deferral / active EE | $7,989 | $8,044-0.7% | $7,759+3.0% | $6,531+22.3% |
| Admin fee / account holder | $15,948 | $14,755+8.1% | $13,620+17.1% | $14,480+10.1% |