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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 | $568,291 | $154,228+268.5% | $145,433+290.8% | $137,256+314.0% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 13.45% | 74.59%-61.1pp | 66.58%-53.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $3,628 | $4,804-24.5% | $4,554-20.4% | $4,156-12.7% |
| Participant deferral / active EE | $11,322 | $8,216+37.8% | $7,897+43.4% | $6,407+76.7% |
| Admin fee / account holder | $10,933 | $14,344-23.8% | $13,129-16.7% | $12,270-10.9% |