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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 | $196,972+188.5% | $182,262+211.8% | $198,609+186.1% |
| Participation rate | 87.5% | 85.7%+1.8pp | 84.2%+3.3pp | 82.4%+5.1pp |
| Annual return | 13.45% | 158.27%-144.8pp | 140.60%-127.1pp | 202.70%-189.2pp |
| Employer contribution / active EE | $3,628 | $5,364-32.4% | $5,046-28.1% | $5,055-28.2% |
| Participant deferral / active EE | $11,322 | $8,643+31.0% | $8,276+36.8% | $6,977+62.3% |
| Admin fee / account holder | $10,933 | $18,429-40.7% | $16,712-34.6% | $19,030-42.5% |