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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 | $181,062+84.9% | $158,223+111.6% | $155,188+115.7% |
| Participation rate | 87.5% | 82.7%+4.8pp | 79.2%+8.3pp | 80.8%+6.7pp |
| Annual return | 13.95% | 57.39%-43.4pp | 52.09%-38.1pp | 148.84%-134.9pp |
| Employer contribution / active EE | $3,359 | $4,565-26.4% | $4,109-18.2% | $4,248-20.9% |
| Participant deferral / active EE | $8,016 | $6,134+30.7% | $5,467+46.6% | $6,531+22.7% |
| Admin fee / account holder | $3,814 | $18,825-79.7% | $16,047-76.2% | $14,480-73.7% |