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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 | $306,850 | $181,062+69.5% | $158,223+93.9% | $155,188+97.7% |
| Participation rate | 72.7% | 82.7%-9.9pp | 79.2%-6.5pp | 80.8%-8.1pp |
| Annual return | 17.35% | 57.39%-40.0pp | 52.09%-34.7pp | 148.84%-131.5pp |
| Employer contribution / active EE | $1,752 | $4,565-61.6% | $4,109-57.4% | $4,248-58.8% |
| Participant deferral / active EE | $5,936 | $6,134-3.2% | $5,467+8.6% | $6,531-9.1% |
| Admin fee / account holder | $5,827 | $18,825-69.0% | $16,047-63.7% | $14,480-59.8% |