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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 | $99,053+175.6% | $88,179+209.6% | $138,895+96.5% |
| Participation rate | 89.5% | 74.2%+15.2pp | 69.1%+20.3pp | 79.9%+9.6pp |
| Annual return | 13.92% | 78.17%-64.2pp | 64.97%-51.0pp | 145.39%-131.5pp |
| Employer contribution / active EE | $2,451 | $2,882-14.9% | $2,549-3.8% | $4,194-41.6% |
| Participant deferral / active EE | $12,148 | $5,225+132.5% | $4,614+163.3% | $6,396+89.9% |
| Admin fee / account holder | $2,613 | $8,748-70.1% | $7,673-66.0% | $12,562-79.2% |