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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 | $301,846 | $166,242+81.6% | $165,071+82.9% | $145,884+106.9% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.6%-5.9pp | 80.3%-7.6pp |
| Annual return | 11.40% | 100.44%-89.0pp | 70.17%-58.8pp | 551.85%-540.4pp |
| Employer contribution / active EE | $3,260 | $5,283-38.3% | $4,347-25.0% | $4,662-30.1% |
| Participant deferral / active EE | $10,736 | $6,964+54.2% | $6,035+77.9% | $6,690+60.5% |
| Admin fee / account holder | $1,837 | $16,658-89.0% | $12,695-85.5% | $13,392-86.3% |