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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 | $427,322 | $172,111+148.3% | $150,298+184.3% | $137,256+211.3% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 19.50% | 69.37%-49.9pp | 62.79%-43.3pp | 220.34%-200.8pp |
| Employer contribution / active EE | $3,984 | $4,636-14.1% | $4,154-4.1% | $4,156-4.1% |
| Participant deferral / active EE | $2,842 | $6,166-53.9% | $5,453-47.9% | $6,407-55.6% |
| Admin fee / account holder | $3,068 | $16,471-81.4% | $14,116-78.3% | $12,270-75.0% |