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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 | $308,885 | $196,972+56.8% | $182,262+69.5% | $198,609+55.5% |
| Participation rate | 83.3% | 85.7%-2.4pp | 84.2%-0.9pp | 82.4%+1.0pp |
| Annual return | 14.96% | 158.27%-143.3pp | 140.60%-125.6pp | 202.70%-187.7pp |
| Employer contribution / active EE | $3,364 | $5,364-37.3% | $5,046-33.3% | $5,055-33.5% |
| Participant deferral / active EE | $10,082 | $8,643+16.7% | $8,276+21.8% | $6,977+44.5% |
| Admin fee / account holder | $2,565 | $18,429-86.1% | $16,712-84.7% | $19,030-86.5% |