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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 | $294,158 | $197,594+48.9% | $177,822+65.4% | $158,931+85.1% |
| Participation rate | 92.9% | 88.5%+4.3pp | 87.7%+5.1pp | 82.0%+10.9pp |
| Annual return | 15.67% | 58.76%-43.1pp | 48.32%-32.7pp | 302.86%-287.2pp |
| Employer contribution / active EE | $9,977 | $6,697+49.0% | $5,918+68.6% | $4,761+109.5% |
| Participant deferral / active EE | $5,467 | $8,405-34.9% | $7,714-29.1% | $5,982-8.6% |
| Admin fee / account holder | $4,072 | $15,400-73.6% | $12,428-67.2% | $11,247-63.8% |