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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 | $353,923 | $209,336+69.1% | $197,124+79.5% | $137,256+157.9% |
| Participation rate | 70.0% | 87.3%-17.3pp | 86.7%-16.7pp | 80.0%-10.0pp |
| Annual return | 12.24% | 48.09%-35.9pp | 44.34%-32.1pp | 220.34%-208.1pp |
| Employer contribution / active EE | $2,474 | $6,591-62.5% | $6,227-60.3% | $4,156-40.5% |
| Participant deferral / active EE | $6,096 | $9,614-36.6% | $9,135-33.3% | $6,407-4.9% |
| Admin fee / account holder | $11,797 | $17,308-31.8% | $16,298-27.6% | $12,270-3.9% |