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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 | $289,081 | $209,336+38.1% | $197,124+46.6% | $137,256+110.6% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 19.80% | 48.09%-28.3pp | 44.34%-24.5pp | 220.34%-200.5pp |
| Employer contribution / active EE | $2,105 | $6,591-68.1% | $6,227-66.2% | $4,156-49.3% |
| Participant deferral / active EE | $7,522 | $9,614-21.8% | $9,135-17.7% | $6,407+17.4% |
| Admin fee / account holder | $1,577 | $17,308-90.9% | $16,298-90.3% | $12,270-87.1% |