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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 | $298,315 | $172,111+73.3% | $150,298+98.5% | $137,256+117.3% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 11.84% | 69.37%-57.5pp | 62.79%-50.9pp | 220.34%-208.5pp |
| Employer contribution / active EE | $2,650 | $4,636-42.8% | $4,154-36.2% | $4,156-36.2% |
| Participant deferral / active EE | $8,234 | $6,166+33.5% | $5,453+51.0% | $6,407+28.5% |
| Admin fee / account holder | $2,792 | $16,471-83.1% | $14,116-80.2% | $12,270-77.2% |