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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 | $315,980 | $155,555+103.1% | $146,866+115.1% | $155,188+103.6% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.5%-11.1pp | 80.8%-9.4pp |
| Annual return | 14.88% | 115.41%-100.5pp | 102.85%-88.0pp | 148.84%-134.0pp |
| Employer contribution / active EE | $4,216 | $4,647-9.3% | $4,425-4.7% | $4,248-0.7% |
| Participant deferral / active EE | $8,288 | $8,044+3.0% | $7,759+6.8% | $6,531+26.9% |
| Admin fee / account holder | $2,138 | $14,755-85.5% | $13,620-84.3% | $14,480-85.2% |