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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 | $290,265 | $209,425+38.6% | $178,499+62.6% | $158,966+82.6% |
| Participation rate | 81.3% | 86.4%-5.1pp | 81.9%-0.7pp | 82.0%-0.7pp |
| Annual return | 11.82% | 188.80%-177.0pp | 151.10%-139.3pp | 302.95%-291.1pp |
| Employer contribution / active EE | $5,607 | $5,707-1.8% | $5,011+11.9% | $4,762+17.7% |
| Participant deferral / active EE | $3,139 | $5,955-47.3% | $5,202-39.7% | $5,983-47.5% |
| Admin fee / account holder | $10,118 | $17,078-40.8% | $13,986-27.7% | $11,250-10.1% |