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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 | $276,817 | $114,013+142.8% | $103,693+167.0% | $155,188+78.4% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.1pp | 80.8%+4.9pp |
| Annual return | 12.69% | 49.31%-36.6pp | 47.61%-34.9pp | 148.84%-136.1pp |
| Employer contribution / active EE | $2,906 | $3,131-7.2% | $2,920-0.5% | $4,248-31.6% |
| Participant deferral / active EE | $10,976 | $4,970+120.9% | $4,579+139.7% | $6,531+68.1% |
| Admin fee / account holder | $1,714 | $8,407-79.6% | $7,858-78.2% | $14,480-88.2% |