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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 | $260,399 | $157,296+65.5% | $141,191+84.4% | $152,897+70.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 29.12% | 64.34%-35.2pp | 71.41%-42.3pp | 345.43%-316.3pp |
| Employer contribution / active EE | $2,272 | $5,262-56.8% | $4,736-52.0% | $4,764-52.3% |
| Participant deferral / active EE | $4,465 | $7,111-37.2% | $6,710-33.5% | $5,851-23.7% |
| Admin fee / account holder | $2,109 | $12,125-82.6% | $10,264-79.5% | $11,599-81.8% |