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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 | $293,411 | $183,627+59.8% | $155,602+88.6% | $145,978+101.0% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 12.50% | 61.32%-48.8pp | 64.81%-52.3pp | 550.52%-538.0pp |
| Employer contribution / active EE | $2,857 | $5,316-46.3% | $4,675-38.9% | $4,662-38.7% |
| Participant deferral / active EE | $9,635 | $6,466+49.0% | $5,629+71.2% | $6,690+44.0% |
| Admin fee / account holder | $2,283 | $19,327-88.2% | $15,923-85.7% | $13,400-83.0% |