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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 | $393,424 | $225,673+74.3% | $203,872+93.0% | $155,188+153.5% |
| Participation rate | 75.0% | 80.3%-5.3pp | 77.8%-2.8pp | 80.8%-5.8pp |
| Annual return | 17.62% | 95.91%-78.3pp | 85.11%-67.5pp | 148.84%-131.2pp |
| Employer contribution / active EE | $2,212 | $4,099-46.0% | $3,757-41.1% | $4,248-47.9% |
| Participant deferral / active EE | $7,516 | $6,893+9.0% | $6,388+17.7% | $6,531+15.1% |
| Admin fee / account holder | $25,137 | $12,327+103.9% | $11,730+114.3% | $14,480+73.6% |