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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 | $263,917 | $183,539+43.8% | $155,556+69.7% | $145,897+80.9% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 24.57% | 61.31%-36.7pp | 64.84%-40.3pp | 552.29%-527.7pp |
| Employer contribution / active EE | $2,491 | $5,315-53.1% | $4,675-46.7% | $4,663-46.6% |
| Participant deferral / active EE | $11,612 | $6,467+79.6% | $5,631+106.2% | $6,689+73.6% |
| Admin fee / account holder | $3,644 | $19,275-81.1% | $15,885-77.1% | $13,390-72.8% |