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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 | $295,021 | $181,062+62.9% | $158,223+86.5% | $155,188+90.1% |
| Participation rate | 85.7% | 82.7%+3.1pp | 79.2%+6.5pp | 80.8%+4.9pp |
| Annual return | 17.25% | 57.39%-40.1pp | 52.09%-34.8pp | 148.84%-131.6pp |
| Employer contribution / active EE | $2,994 | $4,565-34.4% | $4,109-27.1% | $4,248-29.5% |
| Participant deferral / active EE | $7,763 | $6,134+26.5% | $5,467+42.0% | $6,531+18.9% |
| Admin fee / account holder | $2,785 | $18,825-85.2% | $16,047-82.6% | $14,480-80.8% |