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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 | $183,516+50.6% | $155,534+77.7% | $145,884+89.5% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 11.68% | 61.43%-49.7pp | 64.92%-53.2pp | 551.85%-540.2pp |
| Employer contribution / active EE | $2,565 | $5,315-51.7% | $4,675-45.1% | $4,662-45.0% |
| Participant deferral / active EE | $7,829 | $6,467+21.1% | $5,630+39.0% | $6,690+17.0% |
| Admin fee / account holder | $1,502 | $19,293-92.2% | $15,900-90.6% | $13,392-88.8% |