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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 | $395,298 | $227,291+73.9% | $214,702+84.1% | $155,188+154.7% |
| Participation rate | 87.5% | 88.0%-0.5pp | 87.5%0pp | 80.8%+6.7pp |
| Annual return | 16.89% | 60.08%-43.2pp | 54.55%-37.7pp | 148.84%-131.9pp |
| Employer contribution / active EE | $9,500 | $6,772+40.3% | $6,461+47.0% | $4,248+123.6% |
| Participant deferral / active EE | $5,982 | $9,582-37.6% | $9,147-34.6% | $6,531-8.4% |
| Admin fee / account holder | $13,486 | $20,413-33.9% | $19,830-32.0% | $14,480-6.9% |