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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 | $274,567 | $183,627+49.5% | $155,602+76.5% | $145,978+88.1% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 11.08% | 61.32%-50.2pp | 64.81%-53.7pp | 550.52%-539.4pp |
| Employer contribution / active EE | $1,137 | $5,316-78.6% | $4,675-75.7% | $4,662-75.6% |
| Participant deferral / active EE | $2,542 | $6,466-60.7% | $5,629-54.8% | $6,690-62.0% |
| Admin fee / account holder | $9,730 | $19,327-49.7% | $15,923-38.9% | $13,400-27.4% |