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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 | $300,954 | $185,312+62.4% | $161,489+86.4% | $154,746+94.5% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 11.01% | 103.84%-92.8pp | 89.72%-78.7pp | 172.34%-161.3pp |
| Employer contribution / active EE | $1,200 | $4,769-74.8% | $4,268-71.9% | $4,379-72.6% |
| Participant deferral / active EE | $3,389 | $6,350-46.6% | $5,630-39.8% | $6,730-49.7% |
| Admin fee / account holder | $12,905 | $18,654-30.8% | $16,006-19.4% | $14,365-10.2% |