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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 | $317,421 | $174,379+82.0% | $152,093+108.7% | $138,895+128.5% |
| Participation rate | 70.0% | 81.6%-11.6pp | 77.8%-7.8pp | 79.9%-9.9pp |
| Annual return | 14.25% | 74.86%-60.6pp | 66.36%-52.1pp | 145.39%-131.1pp |
| Employer contribution / active EE | $1,429 | $4,652-69.3% | $4,175-65.8% | $4,194-65.9% |
| Participant deferral / active EE | $5,620 | $6,159-8.8% | $5,451+3.1% | $6,396-12.1% |
| Admin fee / account holder | $3,258 | $16,880-80.7% | $14,497-77.5% | $12,562-74.1% |