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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 | $290,673 | $155,555+86.9% | $146,866+97.9% | $155,188+87.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 15.01% | 115.41%-100.4pp | 102.85%-87.8pp | 148.84%-133.8pp |
| Employer contribution / active EE | $4,761 | $4,647+2.5% | $4,425+7.6% | $4,248+12.1% |
| Participant deferral / active EE | $12,983 | $8,044+61.4% | $7,759+67.3% | $6,531+98.8% |
| Admin fee / account holder | $37,880 | $14,755+156.7% | $13,620+178.1% | $14,480+161.6% |