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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 | $287,504 | $172,111+67.0% | $150,298+91.3% | $137,256+109.5% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 17.16% | 69.37%-52.2pp | 62.79%-45.6pp | 220.34%-203.2pp |
| Employer contribution / active EE | $2,551 | $4,636-45.0% | $4,154-38.6% | $4,156-38.6% |
| Participant deferral / active EE | $10,146 | $6,166+64.6% | $5,453+86.1% | $6,407+58.4% |
| Admin fee / account holder | $4,594 | $16,471-72.1% | $14,116-67.5% | $12,270-62.6% |