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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 | $355,916 | $172,111+106.8% | $150,298+136.8% | $137,256+159.3% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 12.78% | 69.37%-56.6pp | 62.79%-50.0pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,776 | $4,636-61.7% | $4,154-57.3% | $4,156-57.3% |
| Participant deferral / active EE | $5,475 | $6,166-11.2% | $5,453+0.4% | $6,407-14.6% |
| Admin fee / account holder | $3,417 | $16,471-79.3% | $14,116-75.8% | $12,270-72.2% |