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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 | $281,729 | $181,062+55.6% | $158,223+78.1% | $155,188+81.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 15.07% | 57.39%-42.3pp | 52.09%-37.0pp | 148.84%-133.8pp |
| Employer contribution / active EE | $3,276 | $4,565-28.2% | $4,109-20.3% | $4,248-22.9% |
| Participant deferral / active EE | $16,929 | $6,134+176.0% | $5,467+209.7% | $6,531+159.2% |
| Admin fee / account holder | $5,111 | $18,825-72.8% | $16,047-68.2% | $14,480-64.7% |