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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 | $327,685 | $209,336+56.5% | $197,124+66.2% | $137,256+138.7% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 21.44% | 48.09%-26.7pp | 44.34%-22.9pp | 220.34%-198.9pp |
| Employer contribution / active EE | $2,147 | $6,591-67.4% | $6,227-65.5% | $4,156-48.3% |
| Participant deferral / active EE | $10,399 | $9,614+8.2% | $9,135+13.8% | $6,407+62.3% |
| Admin fee / account holder | $5,732 | $17,308-66.9% | $16,298-64.8% | $12,270-53.3% |