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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 | $185,312+58.6% | $161,489+82.1% | $154,746+90.0% |
| Participation rate | 94.1% | 82.5%+11.7pp | 78.7%+15.4pp | 80.7%+13.4pp |
| Annual return | 13.95% | 103.84%-89.9pp | 89.72%-75.8pp | 172.34%-158.4pp |
| Employer contribution / active EE | $3,089 | $4,769-35.2% | $4,268-27.6% | $4,379-29.5% |
| Participant deferral / active EE | $10,105 | $6,350+59.1% | $5,630+79.5% | $6,730+50.1% |
| Admin fee / account holder | $9,539 | $18,654-48.9% | $16,006-40.4% | $14,365-33.6% |