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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 | $289,697 | $157,304+84.2% | $141,197+105.2% | $152,909+89.5% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 26.33% | 64.34%-38.0pp | 71.41%-45.1pp | 345.46%-319.1pp |
| Employer contribution / active EE | $1,915 | $5,263-63.6% | $4,736-59.6% | $4,764-59.8% |
| Participant deferral / active EE | $6,096 | $7,111-14.3% | $6,710-9.1% | $5,851+4.2% |
| Admin fee / account holder | $3,030 | $12,126-75.0% | $10,265-70.5% | $11,601-73.9% |