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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 | $294,538 | $162,136+81.7% | $152,301+93.4% | $154,746+90.3% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 14.33% | 91.02%-76.7pp | 80.50%-66.2pp | 172.34%-158.0pp |
| Employer contribution / active EE | $3,304 | $4,890-32.4% | $4,624-28.5% | $4,379-24.5% |
| Participant deferral / active EE | $11,993 | $8,341+43.8% | $8,004+49.8% | $6,730+78.2% |
| Admin fee / account holder | $41,325 | $15,759+162.2% | $14,398+187.0% | $14,365+187.7% |