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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 | $308,319 | $154,228+99.9% | $145,433+112.0% | $137,256+124.6% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 15.13% | 74.59%-59.5pp | 66.58%-51.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,160 | $4,804-75.9% | $4,554-74.5% | $4,156-72.1% |
| Participant deferral / active EE | $12,370 | $8,216+50.5% | $7,897+56.6% | $6,407+93.1% |
| Admin fee / account holder | $6,136 | $14,344-57.2% | $13,129-53.3% | $12,270-50.0% |