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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 | $393,106 | $181,062+117.1% | $158,223+148.5% | $155,188+153.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 18.36% | 57.39%-39.0pp | 52.09%-33.7pp | 148.84%-130.5pp |
| Employer contribution / active EE | $3,572 | $4,565-21.7% | $4,109-13.1% | $4,248-15.9% |
| Participant deferral / active EE | $12,185 | $6,134+98.6% | $5,467+122.9% | $6,531+86.6% |
| Admin fee / account holder | $5,626 | $18,825-70.1% | $16,047-64.9% | $14,480-61.1% |