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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 | $287,408 | $162,136+77.3% | $152,301+88.7% | $154,746+85.7% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 11.61% | 91.02%-79.4pp | 80.50%-68.9pp | 172.34%-160.7pp |
| Employer contribution / active EE | $2,935 | $4,890-40.0% | $4,624-36.5% | $4,379-33.0% |
| Participant deferral / active EE | $14,771 | $8,341+77.1% | $8,004+84.6% | $6,730+119.5% |
| Admin fee / account holder | $10,135 | $15,759-35.7% | $14,398-29.6% | $14,365-29.4% |