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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 | $469,398 | $154,228+204.4% | $145,433+222.8% | $137,256+242.0% |
| Participation rate | 72.7% | 83.8%-11.1pp | 82.1%-9.4pp | 80.0%-7.2pp |
| Annual return | 13.51% | 74.59%-61.1pp | 66.58%-53.1pp | 220.34%-206.8pp |
| Employer contribution / active EE | $2,525 | $4,804-47.4% | $4,554-44.6% | $4,156-39.2% |
| Participant deferral / active EE | $7,276 | $8,216-11.4% | $7,897-7.9% | $6,407+13.6% |
| Admin fee / account holder | $23,789 | $14,344+65.9% | $13,129+81.2% | $12,270+93.9% |