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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 | $174,379+68.2% | $152,093+92.8% | $138,895+111.2% |
| Participation rate | 83.3% | 81.6%+1.7pp | 77.8%+5.6pp | 79.9%+3.4pp |
| Annual return | 12.30% | 74.86%-62.6pp | 66.36%-54.1pp | 145.39%-133.1pp |
| Employer contribution / active EE | $2,457 | $4,652-47.2% | $4,175-41.1% | $4,194-41.4% |
| Participant deferral / active EE | $4,889 | $6,159-20.6% | $5,451-10.3% | $6,396-23.6% |
| Admin fee / account holder | $47,457 | $16,880+181.1% | $14,497+227.4% | $12,562+277.8% |