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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 | $334,752 | $172,111+94.5% | $150,298+122.7% | $137,256+143.9% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 13.95% | 69.37%-55.4pp | 62.79%-48.8pp | 220.34%-206.4pp |
| Employer contribution / active EE | $3,359 | $4,636-27.5% | $4,154-19.1% | $4,156-19.2% |
| Participant deferral / active EE | $8,016 | $6,166+30.0% | $5,453+47.0% | $6,407+25.1% |
| Admin fee / account holder | $3,814 | $16,471-76.8% | $14,116-73.0% | $12,270-68.9% |