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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 | $467,966 | $209,336+123.5% | $197,124+137.4% | $137,256+240.9% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 20.75% | 48.09%-27.3pp | 44.34%-23.6pp | 220.34%-199.6pp |
| Employer contribution / active EE | $2,269 | $6,591-65.6% | $6,227-63.6% | $4,156-45.4% |
| Participant deferral / active EE | $4,302 | $9,614-55.2% | $9,135-52.9% | $6,407-32.8% |
| Admin fee / account holder | $12,827 | $17,308-25.9% | $16,298-21.3% | $12,270+4.5% |