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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 | $303,337 | $114,119+165.8% | $107,187+183.0% | $138,895+118.4% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 79.9%+0.1pp |
| Annual return | 14.08% | 273.21%-259.1pp | 204.55%-190.5pp | 145.39%-131.3pp |
| Employer contribution / active EE | $2,807 | $4,059-30.8% | $3,782-25.8% | $4,194-33.1% |
| Participant deferral / active EE | $6,233 | $5,538+12.5% | $5,096+22.3% | $6,396-2.6% |
| Admin fee / account holder | $28,197 | $10,024+181.3% | $9,162+207.7% | $12,562+124.5% |