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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 | $294,587 | $162,136+81.7% | $152,301+93.4% | $154,746+90.4% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 16.20% | 91.02%-74.8pp | 80.50%-64.3pp | 172.34%-156.1pp |
| Employer contribution / active EE | $3,856 | $4,890-21.1% | $4,624-16.6% | $4,379-11.9% |
| Participant deferral / active EE | $10,535 | $8,341+26.3% | $8,004+31.6% | $6,730+56.5% |
| Admin fee / account holder | $4,113 | $15,759-73.9% | $14,398-71.4% | $14,365-71.4% |