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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 | $292,684 | $185,312+57.9% | $161,489+81.2% | $154,746+89.1% |
| Participation rate | 92.3% | 82.5%+9.8pp | 78.7%+13.6pp | 80.7%+11.6pp |
| Annual return | 12.67% | 103.84%-91.2pp | 89.72%-77.0pp | 172.34%-159.7pp |
| Employer contribution / active EE | $3,351 | $4,769-29.7% | $4,268-21.5% | $4,379-23.5% |
| Participant deferral / active EE | $7,796 | $6,350+22.8% | $5,630+38.5% | $6,730+15.8% |
| Admin fee / account holder | $994 | $18,654-94.7% | $16,006-93.8% | $14,365-93.1% |