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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 | $262,037 | $181,062+44.7% | $158,223+65.6% | $155,188+68.9% |
| Participation rate | 72.7% | 82.7%-9.9pp | 79.2%-6.5pp | 80.8%-8.1pp |
| Annual return | 16.98% | 57.39%-40.4pp | 52.09%-35.1pp | 148.84%-131.9pp |
| Employer contribution / active EE | $2,830 | $4,565-38.0% | $4,109-31.1% | $4,248-33.4% |
| Participant deferral / active EE | $8,100 | $6,134+32.0% | $5,467+48.2% | $6,531+24.0% |
| Admin fee / account holder | $1,656 | $18,825-91.2% | $16,047-89.7% | $14,480-88.6% |