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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 | $162,136+72.2% | $152,301+83.3% | $154,746+80.4% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 17.48% | 91.02%-73.5pp | 80.50%-63.0pp | 172.34%-154.9pp |
| Employer contribution / active EE | $2,413 | $4,890-50.6% | $4,624-47.8% | $4,379-44.9% |
| Participant deferral / active EE | $4,670 | $8,341-44.0% | $8,004-41.7% | $6,730-30.6% |
| Admin fee / account holder | $8,086 | $15,759-48.7% | $14,398-43.8% | $14,365-43.7% |