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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 | $276,742 | $111,535+148.1% | $105,223+163.0% | $137,256+101.6% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 15.26% | 237.85%-222.6pp | 180.65%-165.4pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,081 | $3,939-47.2% | $3,689-43.6% | $4,156-49.9% |
| Participant deferral / active EE | $11,602 | $5,500+110.9% | $5,072+128.8% | $6,407+81.1% |
| Admin fee / account holder | $1,311 | $9,721-86.5% | $8,859-85.2% | $12,270-89.3% |