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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 | $327,405 | $209,336+56.4% | $197,124+66.1% | $137,256+138.5% |
| Participation rate | 71.4% | 87.3%-15.9pp | 86.7%-15.3pp | 80.0%-8.5pp |
| Annual return | 16.94% | 48.09%-31.1pp | 44.34%-27.4pp | 220.34%-203.4pp |
| Employer contribution / active EE | $2,452 | $6,591-62.8% | $6,227-60.6% | $4,156-41.0% |
| Participant deferral / active EE | $5,391 | $9,614-43.9% | $9,135-41.0% | $6,407-15.9% |
| Admin fee / account holder | $2,200 | $17,308-87.3% | $16,298-86.5% | $12,270-82.1% |