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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 | $344,876 | $155,555+121.7% | $146,866+134.8% | $155,188+122.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 14.35% | 115.41%-101.1pp | 102.85%-88.5pp | 148.84%-134.5pp |
| Employer contribution / active EE | $3,311 | $4,647-28.7% | $4,425-25.2% | $4,248-22.0% |
| Participant deferral / active EE | $13,013 | $8,044+61.8% | $7,759+67.7% | $6,531+99.3% |
| Admin fee / account holder | $1,144 | $14,755-92.2% | $13,620-91.6% | $14,480-92.1% |