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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 | $280,087 | $157,276+78.1% | $141,177+98.4% | $152,885+83.2% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 31.81% | 64.33%-32.5pp | 71.40%-39.6pp | 345.39%-313.6pp |
| Employer contribution / active EE | $3,693 | $5,262-29.8% | $4,736-22.0% | $4,763-22.5% |
| Participant deferral / active EE | $8,098 | $7,110+13.9% | $6,710+20.7% | $5,851+38.4% |
| Admin fee / account holder | $2,349 | $12,123-80.6% | $10,263-77.1% | $11,598-79.7% |