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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 | $321,993 | $155,555+107.0% | $146,866+119.2% | $155,188+107.5% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 19.73% | 115.41%-95.7pp | 102.85%-83.1pp | 148.84%-129.1pp |
| Employer contribution / active EE | $3,359 | $4,647-27.7% | $4,425-24.1% | $4,248-20.9% |
| Participant deferral / active EE | $4,580 | $8,044-43.1% | $7,759-41.0% | $6,531-29.9% |
| Admin fee / account holder | $2,072 | $14,755-86.0% | $13,620-84.8% | $14,480-85.7% |