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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 | $259,542 | $114,119+127.4% | $107,187+142.1% | $138,895+86.9% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 79.9%+5.8pp |
| Annual return | 18.68% | 273.21%-254.5pp | 204.55%-185.9pp | 145.39%-126.7pp |
| Employer contribution / active EE | $2,539 | $4,059-37.4% | $3,782-32.9% | $4,194-39.5% |
| Participant deferral / active EE | $9,904 | $5,538+78.8% | $5,096+94.3% | $6,396+54.8% |
| Admin fee / account holder | $6,065 | $10,024-39.5% | $9,162-33.8% | $12,562-51.7% |