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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 | $279,285 | $209,422+33.4% | $178,503+56.5% | $158,982+75.7% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 21.82% | 188.81%-167.0pp | 151.12%-129.3pp | 302.99%-281.2pp |
| Employer contribution / active EE | $3,674 | $5,707-35.6% | $5,011-26.7% | $4,763-22.9% |
| Participant deferral / active EE | $7,920 | $5,955+33.0% | $5,202+52.2% | $5,983+32.4% |
| Admin fee / account holder | $6,002 | $17,079-64.9% | $13,987-57.1% | $11,252-46.7% |