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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 | $310,513 | $166,131+86.9% | $164,975+88.2% | $145,877+112.9% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.6%-5.9pp | 80.3%-7.6pp |
| Annual return | 10.36% | 100.37%-90.0pp | 70.12%-59.8pp | 551.28%-540.9pp |
| Employer contribution / active EE | $5,751 | $5,276+9.0% | $4,343+32.4% | $4,663+23.3% |
| Participant deferral / active EE | $7,730 | $6,962+11.0% | $6,033+28.1% | $6,691+15.5% |
| Admin fee / account holder | $1,397 | $16,648-91.6% | $12,688-89.0% | $13,402-89.6% |