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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 | $259,519 | $223,823+15.9% | $211,142+22.9% | $154,746+67.7% |
| Participation rate | 75.0% | 87.9%-12.9pp | 87.3%-12.3pp | 80.7%-5.7pp |
| Annual return | 13.67% | 50.39%-36.7pp | 46.84%-33.2pp | 172.34%-158.7pp |
| Employer contribution / active EE | $11,002 | $6,787+62.1% | $6,442+70.8% | $4,379+151.2% |
| Participant deferral / active EE | $8,075 | $9,750-17.2% | $9,284-13.0% | $6,730+20.0% |
| Admin fee / account holder | $3,302 | $19,707-83.2% | $19,076-82.7% | $14,365-77.0% |