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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 | $252,233 | $172,111+46.6% | $150,298+67.8% | $137,256+83.8% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 16.47% | 69.37%-52.9pp | 62.79%-46.3pp | 220.34%-203.9pp |
| Employer contribution / active EE | $6,841 | $4,636+47.5% | $4,154+64.7% | $4,156+64.6% |
| Participant deferral / active EE | $9,348 | $6,166+51.6% | $5,453+71.4% | $6,407+45.9% |
| Admin fee / account holder | $1,804 | $16,471-89.0% | $14,116-87.2% | $12,270-85.3% |