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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 | $464,968 | $154,228+201.5% | $145,433+219.7% | $137,256+238.8% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 15.56% | 74.59%-59.0pp | 66.58%-51.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2,391 | $4,804-50.2% | $4,554-47.5% | $4,156-42.5% |
| Participant deferral / active EE | $2,745 | $8,216-66.6% | $7,897-65.2% | $6,407-57.2% |
| Admin fee / account holder | $1,023 | $14,344-92.9% | $13,129-92.2% | $12,270-91.7% |