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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 | $254,188 | $165,381+53.7% | $149,730+69.8% | $158,966+59.9% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.8pp | 82.0%-9.2pp |
| Annual return | 21.47% | 348.29%-326.8pp | 276.70%-255.2pp | 302.95%-281.5pp |
| Employer contribution / active EE | $17,694 | $5,104+246.7% | $4,645+280.9% | $4,762+271.5% |
| Participant deferral / active EE | $7,761 | $7,182+8.1% | $6,843+13.4% | $5,983+29.7% |
| Admin fee / account holder | $14,385 | $10,809+33.1% | $9,310+54.5% | $11,250+27.9% |