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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 | $334,879 | $172,111+94.6% | $150,298+122.8% | $137,256+144.0% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 14.46% | 69.37%-54.9pp | 62.79%-48.3pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,758 | $4,636-62.1% | $4,154-57.7% | $4,156-57.7% |
| Participant deferral / active EE | $8,838 | $6,166+43.3% | $5,453+62.1% | $6,407+37.9% |
| Admin fee / account holder | $1,370 | $16,471-91.7% | $14,116-90.3% | $12,270-88.8% |