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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 | $342,173 | $156,616+118.5% | $133,346+156.6% | $198,609+72.3% |
| Participation rate | 85.7% | 77.7%+8.0pp | 72.8%+12.9pp | 82.4%+3.3pp |
| Annual return | 8.17% | 44.25%-36.1pp | 36.85%-28.7pp | 202.70%-194.5pp |
| Employer contribution / active EE | $2,496 | $3,368-25.9% | $2,853-12.5% | $5,055-50.6% |
| Participant deferral / active EE | $9,069 | $4,920+84.3% | $4,332+109.3% | $6,977+30.0% |
| Admin fee / account holder | $14,082 | $17,468-19.4% | $14,264-1.3% | $19,030-26.0% |