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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 | $272,986 | $97,125+181.1% | $86,233+216.6% | $137,256+98.9% |
| Participation rate | 89.5% | 74.2%+15.3pp | 69.0%+20.5pp | 80.0%+9.5pp |
| Annual return | 13.92% | 74.19%-60.3pp | 61.39%-47.5pp | 220.34%-206.4pp |
| Employer contribution / active EE | $2,451 | $2,841-13.7% | $2,504-2.1% | $4,156-41.0% |
| Participant deferral / active EE | $12,148 | $5,180+134.5% | $4,559+166.5% | $6,407+89.6% |
| Admin fee / account holder | $2,613 | $9,725-73.1% | $8,342-68.7% | $12,270-78.7% |