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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 | $364,127 | $156,398+132.8% | $147,318+147.2% | $138,895+162.2% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 21.82% | 78.75%-56.9pp | 70.43%-48.6pp | 145.39%-123.6pp |
| Employer contribution / active EE | $3,307 | $4,853-31.9% | $4,593-28.0% | $4,194-21.1% |
| Participant deferral / active EE | $12,587 | $8,237+52.8% | $7,906+59.2% | $6,396+96.8% |
| Admin fee / account holder | $3,732 | $14,976-75.1% | $13,708-72.8% | $12,562-70.3% |