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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 | $281,046 | $166,089+69.2% | $164,928+70.4% | $145,978+92.5% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 13.68% | 100.26%-86.6pp | 70.08%-56.4pp | 550.52%-536.8pp |
| Employer contribution / active EE | $2,400 | $5,276-54.5% | $4,343-44.7% | $4,662-48.5% |
| Participant deferral / active EE | $13,959 | $6,961+100.5% | $6,034+131.4% | $6,690+108.7% |
| Admin fee / account holder | $20,655 | $16,641+24.1% | $12,684+62.8% | $13,400+54.1% |