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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 | $263,538 | $148,623+77.3% | $135,974+93.8% | $139,466+89.0% |
| Participation rate | 78.6% | 83.9%-5.3pp | 81.9%-3.3pp | 80.3%-1.8pp |
| Annual return | 17.05% | 79.30%-62.2pp | 68.30%-51.3pp | 373.66%-356.6pp |
| Employer contribution / active EE | $3,239 | $5,246-38.3% | $4,859-33.3% | $4,754-31.9% |
| Participant deferral / active EE | $9,077 | $8,103+12.0% | $7,760+17.0% | $6,712+35.2% |
| Admin fee / account holder | $2,089 | $12,406-83.2% | $10,767-80.6% | $11,409-81.7% |