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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 | $530,742 | $154,228+244.1% | $145,433+264.9% | $137,256+286.7% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 13.47% | 74.59%-61.1pp | 66.58%-53.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $2,228 | $4,804-53.6% | $4,554-51.1% | $4,156-46.4% |
| Participant deferral / active EE | $9,666 | $8,216+17.6% | $7,897+22.4% | $6,407+50.9% |
| Admin fee / account holder | $2,394 | $14,344-83.3% | $13,129-81.8% | $12,270-80.5% |