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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 | $335,357 | $148,623+125.6% | $135,974+146.6% | $139,466+140.5% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 28.92% | 79.30%-50.4pp | 68.30%-39.4pp | 373.66%-344.7pp |
| Employer contribution / active EE | $3,228 | $5,246-38.5% | $4,859-33.6% | $4,754-32.1% |
| Participant deferral / active EE | $13,246 | $8,103+63.5% | $7,760+70.7% | $6,712+97.4% |
| Admin fee / account holder | $2,628 | $12,406-78.8% | $10,767-75.6% | $11,409-77.0% |