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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 | $290,141 | $197,603+46.8% | $177,827+63.2% | $158,950+82.5% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 16.48% | 58.76%-42.3pp | 48.32%-31.8pp | 302.91%-286.4pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,918-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $10,645 | $8,404+26.7% | $7,713+38.0% | $5,983+77.9% |
| Admin fee / account holder | $2,825 | $15,402-81.7% | $12,429-77.3% | $11,248-74.9% |