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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 | $527,348 | $174,379+202.4% | $152,093+246.7% | $138,895+279.7% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 15.17% | 74.86%-59.7pp | 66.36%-51.2pp | 145.39%-130.2pp |
| Employer contribution / active EE | $3,085 | $4,652-33.7% | $4,175-26.1% | $4,194-26.5% |
| Participant deferral / active EE | $3,906 | $6,159-36.6% | $5,451-28.3% | $6,396-38.9% |
| Admin fee / account holder | $5,961 | $16,880-64.7% | $14,497-58.9% | $12,562-52.6% |