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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 | $326,790 | $172,111+89.9% | $150,298+117.4% | $137,256+138.1% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 14.98% | 69.37%-54.4pp | 62.79%-47.8pp | 220.34%-205.4pp |
| Employer contribution / active EE | $3,315 | $4,636-28.5% | $4,154-20.2% | $4,156-20.2% |
| Participant deferral / active EE | $9,247 | $6,166+50.0% | $5,453+69.6% | $6,407+44.3% |
| Admin fee / account holder | $1,290 | $16,471-92.2% | $14,116-90.9% | $12,270-89.5% |