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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 | $297,583 | $185,312+60.6% | $161,489+84.3% | $154,746+92.3% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 14.62% | 103.84%-89.2pp | 89.72%-75.1pp | 172.34%-157.7pp |
| Employer contribution / active EE | $2,309 | $4,769-51.6% | $4,268-45.9% | $4,379-47.3% |
| Participant deferral / active EE | $4,063 | $6,350-36.0% | $5,630-27.8% | $6,730-39.6% |
| Admin fee / account holder | $7,731 | $18,654-58.6% | $16,006-51.7% | $14,365-46.2% |