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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 | $293,997 | $172,111+70.8% | $150,298+95.6% | $137,256+114.2% |
| Participation rate | 94.1% | 81.7%+12.4pp | 77.8%+16.4pp | 80.0%+14.2pp |
| Annual return | 13.95% | 69.37%-55.4pp | 62.79%-48.8pp | 220.34%-206.4pp |
| Employer contribution / active EE | $3,089 | $4,636-33.4% | $4,154-25.6% | $4,156-25.7% |
| Participant deferral / active EE | $10,105 | $6,166+63.9% | $5,453+85.3% | $6,407+57.7% |
| Admin fee / account holder | $9,539 | $16,471-42.1% | $14,116-32.4% | $12,270-22.3% |