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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 | $314,848 | $155,555+102.4% | $146,866+114.4% | $155,188+102.9% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 14.64% | 115.41%-100.8pp | 102.85%-88.2pp | 148.84%-134.2pp |
| Employer contribution / active EE | $2,688 | $4,647-42.1% | $4,425-39.2% | $4,248-36.7% |
| Participant deferral / active EE | $9,663 | $8,044+20.1% | $7,759+24.5% | $6,531+48.0% |
| Admin fee / account holder | $1,694 | $14,755-88.5% | $13,620-87.6% | $14,480-88.3% |