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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 | $227,291+31.0% | $214,702+38.7% | $155,188+91.9% |
| Participation rate | 75.0% | 88.0%-13.0pp | 87.5%-12.5pp | 80.8%-5.8pp |
| Annual return | 13.71% | 60.08%-46.4pp | 54.55%-40.8pp | 148.84%-135.1pp |
| Employer contribution / active EE | $2,263 | $6,772-66.6% | $6,461-65.0% | $4,248-46.7% |
| Participant deferral / active EE | $5,423 | $9,582-43.4% | $9,147-40.7% | $6,531-17.0% |
| Admin fee / account holder | $2,425 | $20,413-88.1% | $19,830-87.8% | $14,480-83.3% |