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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 | $401,642 | $178,174+125.4% | $156,181+157.2% | $137,256+192.6% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.8%-7.4pp | 80.0%-8.5pp |
| Annual return | 15.08% | 84.19%-69.1pp | 64.87%-49.8pp | 220.34%-205.3pp |
| Employer contribution / active EE | $2,273 | $4,972-54.3% | $4,294-47.1% | $4,156-45.3% |
| Participant deferral / active EE | $7,196 | $6,888+4.5% | $6,132+17.4% | $6,407+12.3% |
| Admin fee / account holder | $9,615 | $17,404-44.8% | $14,586-34.1% | $12,270-21.6% |