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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 | $337,459 | $162,136+108.1% | $152,301+121.6% | $154,746+118.1% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 13.69% | 91.02%-77.3pp | 80.50%-66.8pp | 172.34%-158.6pp |
| Employer contribution / active EE | $2,537 | $4,890-48.1% | $4,624-45.1% | $4,379-42.1% |
| Participant deferral / active EE | $8,038 | $8,341-3.6% | $8,004+0.4% | $6,730+19.4% |
| Admin fee / account holder | $2,832 | $15,759-82.0% | $14,398-80.3% | $14,365-80.3% |