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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 | $280,687 | $162,136+73.1% | $152,301+84.3% | $154,746+81.4% |
| Participation rate | 88.9% | 84.1%+4.8pp | 82.4%+6.4pp | 80.7%+8.2pp |
| Annual return | 18.70% | 91.02%-72.3pp | 80.50%-61.8pp | 172.34%-153.6pp |
| Employer contribution / active EE | $2,063 | $4,890-57.8% | $4,624-55.4% | $4,379-52.9% |
| Participant deferral / active EE | $6,025 | $8,341-27.8% | $8,004-24.7% | $6,730-10.5% |
| Admin fee / account holder | $4,373 | $15,759-72.3% | $14,398-69.6% | $14,365-69.6% |