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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 | $223,823+58.1% | $211,142+67.6% | $154,746+128.7% |
| Participation rate | 70.0% | 87.9%-17.9pp | 87.3%-17.3pp | 80.7%-10.7pp |
| Annual return | 12.24% | 50.39%-38.2pp | 46.84%-34.6pp | 172.34%-160.1pp |
| Employer contribution / active EE | $2,474 | $6,787-63.5% | $6,442-61.6% | $4,379-43.5% |
| Participant deferral / active EE | $6,096 | $9,750-37.5% | $9,284-34.3% | $6,730-9.4% |
| Admin fee / account holder | $11,797 | $19,707-40.1% | $19,076-38.2% | $14,365-17.9% |