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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 | $362,591 | $178,174+103.5% | $156,181+132.2% | $137,256+164.2% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.8%+1.2pp | 80.0%0pp |
| Annual return | 17.44% | 84.19%-66.7pp | 64.87%-47.4pp | 220.34%-202.9pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,045 | $6,888+31.3% | $6,132+47.5% | $6,407+41.2% |
| Admin fee / account holder | $4,380 | $17,404-74.8% | $14,586-70.0% | $12,270-64.3% |