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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 | $416,964 | $154,228+170.4% | $145,433+186.7% | $137,256+203.8% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 14.08% | 74.59%-60.5pp | 66.58%-52.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $6,466 | $4,804+34.6% | $4,554+42.0% | $4,156+55.6% |
| Participant deferral / active EE | $7,210 | $8,216-12.2% | $7,897-8.7% | $6,407+12.5% |
| Admin fee / account holder | $3,319 | $14,344-76.9% | $13,129-74.7% | $12,270-73.0% |