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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 | $257,637 | $162,136+58.9% | $152,301+69.2% | $154,746+66.5% |
| Participation rate | 77.3% | 84.1%-6.8pp | 82.4%-5.2pp | 80.7%-3.4pp |
| Annual return | 13.75% | 91.02%-77.3pp | 80.50%-66.8pp | 172.34%-158.6pp |
| Employer contribution / active EE | $1,733 | $4,890-64.6% | $4,624-62.5% | $4,379-60.4% |
| Participant deferral / active EE | $3,713 | $8,341-55.5% | $8,004-53.6% | $6,730-44.8% |
| Admin fee / account holder | $51,893 | $15,759+229.3% | $14,398+260.4% | $14,365+261.2% |