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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 | $262,706 | $227,399+15.5% | $189,758+38.4% | $198,609+32.3% |
| Participation rate | 76.9% | 84.0%-7.1pp | 79.8%-2.9pp | 82.4%-5.5pp |
| Annual return | 16.00% | 61.03%-45.0pp | 52.62%-36.6pp | 202.70%-186.7pp |
| Employer contribution / active EE | $1,727 | $5,526-68.7% | $4,767-63.8% | $5,055-65.8% |
| Participant deferral / active EE | $3,651 | $6,837-46.6% | $5,856-37.6% | $6,977-47.7% |
| Admin fee / account holder | $2,030 | $25,162-91.9% | $20,388-90.0% | $19,030-89.3% |