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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 | $296,101 | $225,673+31.2% | $203,872+45.2% | $155,188+90.8% |
| Participation rate | 87.5% | 80.3%+7.2pp | 77.8%+9.7pp | 80.8%+6.7pp |
| Annual return | 16.22% | 95.91%-79.7pp | 85.11%-68.9pp | 148.84%-132.6pp |
| Employer contribution / active EE | $1,618 | $4,099-60.5% | $3,757-56.9% | $4,248-61.9% |
| Participant deferral / active EE | $2,474 | $6,893-64.1% | $6,388-61.3% | $6,531-62.1% |
| Admin fee / account holder | $7,305 | $12,327-40.7% | $11,730-37.7% | $14,480-49.6% |