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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 | $276,403 | $183,627+50.5% | $155,602+77.6% | $145,978+89.3% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 11.68% | 61.32%-49.6pp | 64.81%-53.1pp | 550.52%-538.8pp |
| Employer contribution / active EE | $2,565 | $5,316-51.7% | $4,675-45.1% | $4,662-45.0% |
| Participant deferral / active EE | $7,829 | $6,466+21.1% | $5,629+39.1% | $6,690+17.0% |
| Admin fee / account holder | $1,502 | $19,327-92.2% | $15,923-90.6% | $13,400-88.8% |