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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 | $297,803 | $212,386+40.2% | $199,883+49.0% | $138,895+114.4% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.8%-11.8pp | 79.9%-4.9pp |
| Annual return | 13.71% | 47.75%-34.0pp | 43.81%-30.1pp | 145.39%-131.7pp |
| Employer contribution / active EE | $2,263 | $6,625-65.8% | $6,261-63.9% | $4,194-46.0% |
| Participant deferral / active EE | $5,423 | $9,617-43.6% | $9,138-40.7% | $6,396-15.2% |
| Admin fee / account holder | $2,425 | $18,233-86.7% | $17,268-86.0% | $12,562-80.7% |