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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 | $293,663 | $185,883+58.0% | $170,043+72.7% | $139,466+110.6% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 15.55% | 60.54%-45.0pp | 53.40%-37.9pp | 373.66%-358.1pp |
| Employer contribution / active EE | $2,028 | $7,596-73.3% | $6,790-70.1% | $4,754-57.3% |
| Participant deferral / active EE | $12,182 | $11,626+4.8% | $10,410+17.0% | $6,712+81.5% |
| Admin fee / account holder | $5,054 | $15,393-67.2% | $12,824-60.6% | $11,409-55.7% |