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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 | $264,480 | $178,174+48.4% | $156,181+69.3% | $137,256+92.7% |
| Participation rate | 72.2% | 82.0%-9.8pp | 78.8%-6.6pp | 80.0%-7.7pp |
| Annual return | 18.72% | 84.19%-65.5pp | 64.87%-46.1pp | 220.34%-201.6pp |
| Employer contribution / active EE | $4,747 | $4,972-4.5% | $4,294+10.5% | $4,156+14.2% |
| Participant deferral / active EE | $14,216 | $6,888+106.4% | $6,132+131.8% | $6,407+121.9% |
| Admin fee / account holder | $1,922 | $17,404-89.0% | $14,586-86.8% | $12,270-84.3% |