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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 | $264,262 | $185,312+42.6% | $161,489+63.6% | $154,746+70.8% |
| Participation rate | 78.6% | 82.5%-3.9pp | 78.7%-0.1pp | 80.7%-2.1pp |
| Annual return | 16.76% | 103.84%-87.1pp | 89.72%-73.0pp | 172.34%-155.6pp |
| Employer contribution / active EE | $3,714 | $4,769-22.1% | $4,268-13.0% | $4,379-15.2% |
| Participant deferral / active EE | $11,887 | $6,350+87.2% | $5,630+111.1% | $6,730+76.6% |
| Admin fee / account holder | $7,283 | $18,654-61.0% | $16,006-54.5% | $14,365-49.3% |