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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 | $276,424 | $175,259+57.7% | $149,723+84.6% | $139,487+98.2% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 11.18% | 166.82%-155.6pp | 134.50%-123.3pp | 373.84%-362.7pp |
| Employer contribution / active EE | $3,753 | $5,478-31.5% | $4,821-22.2% | $4,755-21.1% |
| Participant deferral / active EE | $7,581 | $6,522+16.2% | $5,682+33.4% | $6,713+12.9% |
| Admin fee / account holder | $3,379 | $16,158-79.1% | $13,215-74.4% | $11,407-70.4% |