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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 | $274,703 | $196,972+39.5% | $182,262+50.7% | $198,609+38.3% |
| Participation rate | 83.3% | 85.7%-2.4pp | 84.2%-0.9pp | 82.4%+1.0pp |
| Annual return | 12.30% | 158.27%-146.0pp | 140.60%-128.3pp | 202.70%-190.4pp |
| Employer contribution / active EE | $4,403 | $5,364-17.9% | $5,046-12.7% | $5,055-12.9% |
| Participant deferral / active EE | $13,018 | $8,643+50.6% | $8,276+57.3% | $6,977+86.6% |
| Admin fee / account holder | $63,426 | $18,429+244.2% | $16,712+279.5% | $19,030+233.3% |