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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 | $174,379+109.7% | $152,093+140.4% | $138,895+163.3% |
| Participation rate | 90.0% | 81.6%+8.4pp | 77.8%+12.2pp | 79.9%+10.1pp |
| Annual return | 12.60% | 74.86%-62.3pp | 66.36%-53.8pp | 145.39%-132.8pp |
| Employer contribution / active EE | $4,418 | $4,652-5.0% | $4,175+5.8% | $4,194+5.3% |
| Participant deferral / active EE | $3,983 | $6,159-35.3% | $5,451-26.9% | $6,396-37.7% |
| Admin fee / account holder | $4,436 | $16,880-73.7% | $14,497-69.4% | $12,562-64.7% |