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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 | $162,136+250.5% | $152,301+273.1% | $154,746+267.2% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 13.45% | 91.02%-77.6pp | 80.50%-67.1pp | 172.34%-158.9pp |
| Employer contribution / active EE | $3,628 | $4,890-25.8% | $4,624-21.6% | $4,379-17.2% |
| Participant deferral / active EE | $11,322 | $8,341+35.7% | $8,004+41.5% | $6,730+68.2% |
| Admin fee / account holder | $10,933 | $15,759-30.6% | $14,398-24.1% | $14,365-23.9% |