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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 | $260,078 | $162,136+60.4% | $152,301+70.8% | $154,746+68.1% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 15.67% | 91.02%-75.4pp | 80.50%-64.8pp | 172.34%-156.7pp |
| Employer contribution / active EE | $3,157 | $4,890-35.4% | $4,624-31.7% | $4,379-27.9% |
| Participant deferral / active EE | $11,866 | $8,341+42.3% | $8,004+48.3% | $6,730+76.3% |
| Admin fee / account holder | $1,057 | $15,759-93.3% | $14,398-92.7% | $14,365-92.6% |