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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 | $279,135 | $196,972+41.7% | $182,262+53.2% | $198,609+40.5% |
| Participation rate | 87.5% | 85.7%+1.8pp | 84.2%+3.3pp | 82.4%+5.1pp |
| Annual return | 17.48% | 158.27%-140.8pp | 140.60%-123.1pp | 202.70%-185.2pp |
| Employer contribution / active EE | $2,413 | $5,364-55.0% | $5,046-52.2% | $5,055-52.3% |
| Participant deferral / active EE | $4,670 | $8,643-46.0% | $8,276-43.6% | $6,977-33.1% |
| Admin fee / account holder | $8,086 | $18,429-56.1% | $16,712-51.6% | $19,030-57.5% |