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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 | $227,399+29.0% | $189,758+54.6% | $198,609+47.7% |
| Participation rate | 83.3% | 84.0%-0.7pp | 79.8%+3.5pp | 82.4%+1.0pp |
| Annual return | 12.30% | 61.03%-48.7pp | 52.62%-40.3pp | 202.70%-190.4pp |
| Employer contribution / active EE | $2,457 | $5,526-55.5% | $4,767-48.5% | $5,055-51.4% |
| Participant deferral / active EE | $4,889 | $6,837-28.5% | $5,856-16.5% | $6,977-29.9% |
| Admin fee / account holder | $47,457 | $25,162+88.6% | $20,388+132.8% | $19,030+149.4% |