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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 | $303,686 | $185,883+63.4% | $170,043+78.6% | $139,466+117.7% |
| Participation rate | 91.7% | 87.8%+3.9pp | 87.0%+4.7pp | 80.3%+11.3pp |
| Annual return | 21.96% | 60.54%-38.6pp | 53.40%-31.4pp | 373.66%-351.7pp |
| Employer contribution / active EE | $2,241 | $7,596-70.5% | $6,790-67.0% | $4,754-52.9% |
| Participant deferral / active EE | $5,727 | $11,626-50.7% | $10,410-45.0% | $6,712-14.7% |
| Admin fee / account holder | $5,320 | $15,393-65.4% | $12,824-58.5% | $11,409-53.4% |