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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 | $282,274 | $132,634+112.8% | $115,768+143.8% | $137,256+105.7% |
| Participation rate | 93.3% | 77.9%+15.5pp | 74.4%+18.9pp | 80.0%+13.4pp |
| Annual return | 17.76% | 160.70%-142.9pp | 100.46%-82.7pp | 220.34%-202.6pp |
| Employer contribution / active EE | $4,969 | $3,360+47.9% | $2,940+69.0% | $4,156+19.6% |
| Participant deferral / active EE | $6,676 | $5,619+18.8% | $4,917+35.8% | $6,407+4.2% |
| Admin fee / account holder | $6,602 | $15,028-56.1% | $12,439-46.9% | $12,270-46.2% |