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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 | $270,331 | $209,336+29.1% | $197,124+37.1% | $137,256+97.0% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 13.50% | 48.09%-34.6pp | 44.34%-30.8pp | 220.34%-206.8pp |
| Employer contribution / active EE | $2,730 | $6,591-58.6% | $6,227-56.2% | $4,156-34.3% |
| Participant deferral / active EE | $12,763 | $9,614+32.8% | $9,135+39.7% | $6,407+99.2% |
| Admin fee / account holder | $5,653 | $17,308-67.3% | $16,298-65.3% | $12,270-53.9% |