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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 | $374,203 | $154,228+142.6% | $145,433+157.3% | $137,256+172.6% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 16.64% | 74.59%-58.0pp | 66.58%-49.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,031 | $4,804-57.7% | $4,554-55.4% | $4,156-51.1% |
| Participant deferral / active EE | $6,845 | $8,216-16.7% | $7,897-13.3% | $6,407+6.8% |
| Admin fee / account holder | $7,175 | $14,344-50.0% | $13,129-45.3% | $12,270-41.5% |