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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 | $290,980 | $111,535+160.9% | $105,223+176.5% | $137,256+112.0% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 14.19% | 237.85%-223.7pp | 180.65%-166.5pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,782 | $3,939-29.4% | $3,689-24.6% | $4,156-33.1% |
| Participant deferral / active EE | $9,290 | $5,500+68.9% | $5,072+83.2% | $6,407+45.0% |
| Admin fee / account holder | $1,313 | $9,721-86.5% | $8,859-85.2% | $12,270-89.3% |