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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 | $286,711 | $157,276+82.3% | $141,177+103.1% | $152,885+87.5% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.5%+9.2pp |
| Annual return | 26.71% | 64.33%-37.6pp | 71.40%-44.7pp | 345.39%-318.7pp |
| Employer contribution / active EE | $3,417 | $5,262-35.1% | $4,736-27.8% | $4,763-28.3% |
| Participant deferral / active EE | $10,903 | $7,110+53.3% | $6,710+62.5% | $5,851+86.4% |
| Admin fee / account holder | $7,609 | $12,123-37.2% | $10,263-25.9% | $11,598-34.4% |