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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 | $287,706 | $162,136+77.4% | $152,301+88.9% | $154,746+85.9% |
| Participation rate | 78.6% | 84.1%-5.5pp | 82.4%-3.9pp | 80.7%-2.1pp |
| Annual return | 13.88% | 91.02%-77.1pp | 80.50%-66.6pp | 172.34%-158.5pp |
| Employer contribution / active EE | $3,261 | $4,890-33.3% | $4,624-29.5% | $4,379-25.5% |
| Participant deferral / active EE | $13,398 | $8,341+60.6% | $8,004+67.4% | $6,730+99.1% |
| Admin fee / account holder | $2,804 | $15,759-82.2% | $14,398-80.5% | $14,365-80.5% |