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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 | $284,441 | $181,062+57.1% | $158,223+79.8% | $155,188+83.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 18.92% | 57.39%-38.5pp | 52.09%-33.2pp | 148.84%-129.9pp |
| Employer contribution / active EE | $2,398 | $4,565-47.5% | $4,109-41.6% | $4,248-43.6% |
| Participant deferral / active EE | $6,170 | $6,134+0.6% | $5,467+12.9% | $6,531-5.5% |
| Admin fee / account holder | $8,898 | $18,825-52.7% | $16,047-44.6% | $14,480-38.6% |