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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 | $365,648 | $172,111+112.4% | $150,298+143.3% | $137,256+166.4% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 12.60% | 69.37%-56.8pp | 62.79%-50.2pp | 220.34%-207.7pp |
| Employer contribution / active EE | $4,418 | $4,636-4.7% | $4,154+6.4% | $4,156+6.3% |
| Participant deferral / active EE | $3,983 | $6,166-35.4% | $5,453-26.9% | $6,407-37.8% |
| Admin fee / account holder | $4,436 | $16,471-73.1% | $14,116-68.6% | $12,270-63.8% |