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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 | $326,961 | $155,555+110.2% | $146,866+122.6% | $155,188+110.7% |
| Participation rate | 92.3% | 84.0%+8.4pp | 82.5%+9.8pp | 80.8%+11.5pp |
| Annual return | 14.81% | 115.41%-100.6pp | 102.85%-88.0pp | 148.84%-134.0pp |
| Employer contribution / active EE | $1,221 | $4,647-73.7% | $4,425-72.4% | $4,248-71.3% |
| Participant deferral / active EE | $7,121 | $8,044-11.5% | $7,759-8.2% | $6,531+9.0% |
| Admin fee / account holder | $1,172 | $14,755-92.1% | $13,620-91.4% | $14,480-91.9% |