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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 | $156,398+78.5% | $147,318+89.5% | $138,895+101.0% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 17.48% | 78.75%-61.3pp | 70.43%-53.0pp | 145.39%-127.9pp |
| Employer contribution / active EE | $2,413 | $4,853-50.3% | $4,593-47.5% | $4,194-42.5% |
| Participant deferral / active EE | $4,670 | $8,237-43.3% | $7,906-40.9% | $6,396-27.0% |
| Admin fee / account holder | $8,086 | $14,976-46.0% | $13,708-41.0% | $12,562-35.6% |