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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 | $181,062+191.3% | $158,223+233.3% | $155,188+239.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 15.17% | 57.39%-42.2pp | 52.09%-36.9pp | 148.84%-133.7pp |
| Employer contribution / active EE | $3,085 | $4,565-32.4% | $4,109-24.9% | $4,248-27.4% |
| Participant deferral / active EE | $3,906 | $6,134-36.3% | $5,467-28.5% | $6,531-40.2% |
| Admin fee / account holder | $5,961 | $18,825-68.3% | $16,047-62.9% | $14,480-58.8% |