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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 | $185,312+112.1% | $161,489+143.4% | $154,746+154.0% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 18.36% | 103.84%-85.5pp | 89.72%-71.4pp | 172.34%-154.0pp |
| Employer contribution / active EE | $3,572 | $4,769-25.1% | $4,268-16.3% | $4,379-18.4% |
| Participant deferral / active EE | $12,185 | $6,350+91.9% | $5,630+116.4% | $6,730+81.0% |
| Admin fee / account holder | $5,626 | $18,654-69.8% | $16,006-64.9% | $14,365-60.8% |