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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 | $256,778 | $157,304+63.2% | $141,197+81.9% | $152,909+67.9% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 24.91% | 64.34%-39.4pp | 71.41%-46.5pp | 345.46%-320.6pp |
| Employer contribution / active EE | $3,409 | $5,263-35.2% | $4,736-28.0% | $4,764-28.4% |
| Participant deferral / active EE | $9,517 | $7,111+33.8% | $6,710+41.8% | $5,851+62.7% |
| Admin fee / account holder | $909 | $12,126-92.5% | $10,265-91.1% | $11,601-92.2% |