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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 | $250,952 | $162,136+54.8% | $152,301+64.8% | $154,746+62.2% |
| Participation rate | 88.9% | 84.1%+4.8pp | 82.4%+6.4pp | 80.7%+8.2pp |
| Annual return | 13.41% | 91.02%-77.6pp | 80.50%-67.1pp | 172.34%-158.9pp |
| Employer contribution / active EE | $3,246 | $4,890-33.6% | $4,624-29.8% | $4,379-25.9% |
| Participant deferral / active EE | $7,427 | $8,341-11.0% | $8,004-7.2% | $6,730+10.4% |
| Admin fee / account holder | $4,207 | $15,759-73.3% | $14,398-70.8% | $14,365-70.7% |