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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 | $284,203 | $227,291+25.0% | $214,702+32.4% | $155,188+83.1% |
| Participation rate | 71.4% | 88.0%-16.5pp | 87.5%-16.0pp | 80.8%-9.4pp |
| Annual return | 29.51% | 60.08%-30.6pp | 54.55%-25.0pp | 148.84%-119.3pp |
| Employer contribution / active EE | $2,701 | $6,772-60.1% | $6,461-58.2% | $4,248-36.4% |
| Participant deferral / active EE | $8,855 | $9,582-7.6% | $9,147-3.2% | $6,531+35.6% |
| Admin fee / account holder | $47,072 | $20,413+130.6% | $19,830+137.4% | $14,480+225.1% |