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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 | $298,189 | $114,013+161.5% | $103,693+187.6% | $155,188+92.1% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 80.8%-0.8pp |
| Annual return | 15.07% | 49.31%-34.2pp | 47.61%-32.5pp | 148.84%-133.8pp |
| Employer contribution / active EE | $2,094 | $3,131-33.1% | $2,920-28.3% | $4,248-50.7% |
| Participant deferral / active EE | $10,598 | $4,970+113.3% | $4,579+131.4% | $6,531+62.3% |
| Admin fee / account holder | $458 | $8,407-94.5% | $7,858-94.2% | $14,480-96.8% |