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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 | $304,488 | $185,312+64.3% | $161,489+88.6% | $154,746+96.8% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 16.95% | 103.84%-86.9pp | 89.72%-72.8pp | 172.34%-155.4pp |
| Employer contribution / active EE | $2,709 | $4,769-43.2% | $4,268-36.5% | $4,379-38.1% |
| Participant deferral / active EE | $11,193 | $6,350+76.3% | $5,630+98.8% | $6,730+66.3% |
| Admin fee / account holder | $1,676 | $18,654-91.0% | $16,006-89.5% | $14,365-88.3% |