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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 | $309,307 | $172,111+79.7% | $150,298+105.8% | $137,256+125.4% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 36.46% | 69.37%-32.9pp | 62.79%-26.3pp | 220.34%-183.9pp |
| Employer contribution / active EE | $2,714 | $4,636-41.5% | $4,154-34.7% | $4,156-34.7% |
| Participant deferral / active EE | $7,623 | $6,166+23.6% | $5,453+39.8% | $6,407+19.0% |
| Admin fee / account holder | $9,755 | $16,471-40.8% | $14,116-30.9% | $12,270-20.5% |