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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 | $284,084 | $162,136+75.2% | $152,301+86.5% | $154,746+83.6% |
| Participation rate | 71.4% | 84.1%-12.7pp | 82.4%-11.0pp | 80.7%-9.3pp |
| Annual return | 18.92% | 91.02%-72.1pp | 80.50%-61.6pp | 172.34%-153.4pp |
| Employer contribution / active EE | $3,238 | $4,890-33.8% | $4,624-30.0% | $4,379-26.1% |
| Participant deferral / active EE | $10,830 | $8,341+29.8% | $8,004+35.3% | $6,730+60.9% |
| Admin fee / account holder | $1,280 | $15,759-91.9% | $14,398-91.1% | $14,365-91.1% |