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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 | $260,953 | $162,785+60.3% | $133,959+94.8% | $158,950+64.2% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 19.37% | 41.94%-22.6pp | 45.09%-25.7pp | 302.91%-283.5pp |
| Employer contribution / active EE | $3,057 | $4,975-38.6% | $3,919-22.0% | $4,762-35.8% |
| Participant deferral / active EE | $5,219 | $5,910-11.7% | $5,047+3.4% | $5,983-12.8% |
| Admin fee / account holder | $18,116 | $11,738+54.3% | $8,928+102.9% | $11,248+61.1% |