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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 | $273,904 | $114,013+140.2% | $103,693+164.2% | $155,188+76.5% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 80.8%-5.8pp |
| Annual return | 16.39% | 49.31%-32.9pp | 47.61%-31.2pp | 148.84%-132.5pp |
| Employer contribution / active EE | $4,443 | $3,131+41.9% | $2,920+52.1% | $4,248+4.6% |
| Participant deferral / active EE | $14,771 | $4,970+197.2% | $4,579+222.6% | $6,531+126.2% |
| Admin fee / account holder | $4,864 | $8,407-42.1% | $7,858-38.1% | $14,480-66.4% |