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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 | $293,305 | $172,111+70.4% | $150,298+95.1% | $137,256+113.7% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 12.30% | 69.37%-57.1pp | 62.79%-50.5pp | 220.34%-208.0pp |
| Employer contribution / active EE | $2,457 | $4,636-47.0% | $4,154-40.9% | $4,156-40.9% |
| Participant deferral / active EE | $4,889 | $6,166-20.7% | $5,453-10.3% | $6,407-23.7% |
| Admin fee / account holder | $47,457 | $16,471+188.1% | $14,116+236.2% | $12,270+286.8% |