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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 | $364,691 | $172,111+111.9% | $150,298+142.6% | $137,256+165.7% |
| Participation rate | 93.3% | 81.7%+11.6pp | 77.8%+15.6pp | 80.0%+13.4pp |
| Annual return | 20.37% | 69.37%-49.0pp | 62.79%-42.4pp | 220.34%-200.0pp |
| Employer contribution / active EE | $8,531 | $4,636+84.0% | $4,154+105.4% | $4,156+105.3% |
| Participant deferral / active EE | $9,082 | $6,166+47.3% | $5,453+66.6% | $6,407+41.8% |
| Admin fee / account holder | $773 | $16,471-95.3% | $14,116-94.5% | $12,270-93.7% |