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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 | $251,766 | $162,136+55.3% | $152,301+65.3% | $154,746+62.7% |
| Participation rate | 73.3% | 84.1%-10.8pp | 82.4%-9.1pp | 80.7%-7.4pp |
| Annual return | 16.63% | 91.02%-74.4pp | 80.50%-63.9pp | 172.34%-155.7pp |
| Employer contribution / active EE | $2,390 | $4,890-51.1% | $4,624-48.3% | $4,379-45.4% |
| Participant deferral / active EE | $9,049 | $8,341+8.5% | $8,004+13.1% | $6,730+34.5% |
| Admin fee / account holder | $1,619 | $15,759-89.7% | $14,398-88.8% | $14,365-88.7% |