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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 | $252,445 | $111,535+126.3% | $105,223+139.9% | $137,256+83.9% |
| Participation rate | 82.4% | 78.1%+4.3pp | 75.0%+7.3pp | 80.0%+2.4pp |
| Annual return | 17.77% | 237.85%-220.1pp | 180.65%-162.9pp | 220.34%-202.6pp |
| Employer contribution / active EE | $2,248 | $3,939-42.9% | $3,689-39.1% | $4,156-45.9% |
| Participant deferral / active EE | $2,717 | $5,500-50.6% | $5,072-46.4% | $6,407-57.6% |
| Admin fee / account holder | $5,683 | $9,721-41.5% | $8,859-35.8% | $12,270-53.7% |