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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 | $267,537 | $154,228+73.5% | $145,433+84.0% | $137,256+94.9% |
| Participation rate | 81.8% | 83.8%-2.0pp | 82.1%-0.3pp | 80.0%+1.9pp |
| Annual return | 34.89% | 74.59%-39.7pp | 66.58%-31.7pp | 220.34%-185.5pp |
| Employer contribution / active EE | $2,568 | $4,804-46.5% | $4,554-43.6% | $4,156-38.2% |
| Participant deferral / active EE | $12,589 | $8,216+53.2% | $7,897+59.4% | $6,407+96.5% |
| Admin fee / account holder | $31,580 | $14,344+120.2% | $13,129+140.5% | $12,270+157.4% |