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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 | $375,313 | $155,555+141.3% | $146,866+155.5% | $155,188+141.8% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.5%-11.1pp | 80.8%-9.4pp |
| Annual return | 17.92% | 115.41%-97.5pp | 102.85%-84.9pp | 148.84%-130.9pp |
| Employer contribution / active EE | $2,751 | $4,647-40.8% | $4,425-37.8% | $4,248-35.2% |
| Participant deferral / active EE | $6,823 | $8,044-15.2% | $7,759-12.1% | $6,531+4.5% |
| Admin fee / account holder | $2,140 | $14,755-85.5% | $13,620-84.3% | $14,480-85.2% |