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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 | $183,592+43.8% | $155,567+69.6% | $145,959+80.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 24.57% | 61.24%-36.7pp | 64.74%-40.2pp | 561.95%-537.4pp |
| Employer contribution / active EE | $2,491 | $5,315-53.1% | $4,674-46.7% | $4,661-46.6% |
| Participant deferral / active EE | $11,612 | $6,464+79.6% | $5,628+106.3% | $6,689+73.6% |
| Admin fee / account holder | $3,644 | $19,318-81.1% | $15,916-77.1% | $13,398-72.8% |