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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 | $474,893 | $172,111+175.9% | $150,298+216.0% | $137,256+246.0% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 18.72% | 69.37%-50.7pp | 62.79%-44.1pp | 220.34%-201.6pp |
| Employer contribution / active EE | $4,042 | $4,636-12.8% | $4,154-2.7% | $4,156-2.7% |
| Participant deferral / active EE | $9,678 | $6,166+57.0% | $5,453+77.5% | $6,407+51.1% |
| Admin fee / account holder | $4,088 | $16,471-75.2% | $14,116-71.0% | $12,270-66.7% |