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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 | $295,626 | $165,381+78.8% | $149,730+97.4% | $158,966+86.0% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 35.60% | 348.29%-312.7pp | 276.70%-241.1pp | 302.95%-267.3pp |
| Employer contribution / active EE | $3,938 | $5,104-22.9% | $4,645-15.2% | $4,762-17.3% |
| Participant deferral / active EE | $9,100 | $7,182+26.7% | $6,843+33.0% | $5,983+52.1% |
| Admin fee / account holder | $1,594 | $10,809-85.3% | $9,310-82.9% | $11,250-85.8% |