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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 | $304,981 | $223,823+36.3% | $211,142+44.4% | $154,746+97.1% |
| Participation rate | 71.4% | 87.9%-16.4pp | 87.3%-15.9pp | 80.7%-9.3pp |
| Annual return | 10.76% | 50.39%-39.6pp | 46.84%-36.1pp | 172.34%-161.6pp |
| Employer contribution / active EE | $4,914 | $6,787-27.6% | $6,442-23.7% | $4,379+12.2% |
| Participant deferral / active EE | $11,668 | $9,750+19.7% | $9,284+25.7% | $6,730+73.4% |
| Admin fee / account holder | $657 | $19,707-96.7% | $19,076-96.6% | $14,365-95.4% |