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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 | $275,259 | $183,516+50.0% | $155,534+77.0% | $145,884+88.7% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 10.27% | 61.43%-51.2pp | 64.92%-54.7pp | 551.85%-541.6pp |
| Employer contribution / active EE | $2,896 | $5,315-45.5% | $4,675-38.1% | $4,662-37.9% |
| Participant deferral / active EE | $17,445 | $6,467+169.8% | $5,630+209.8% | $6,690+160.8% |
| Admin fee / account holder | $377 | $19,293-98.0% | $15,900-97.6% | $13,392-97.2% |