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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 | $337,726 | $154,228+119.0% | $145,433+132.2% | $137,256+146.1% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 14.56% | 74.59%-60.0pp | 66.58%-52.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $8,157 | $4,804+69.8% | $4,554+79.1% | $4,156+96.3% |
| Participant deferral / active EE | $14,773 | $8,216+79.8% | $7,897+87.1% | $6,407+130.6% |
| Admin fee / account holder | $6,138 | $14,344-57.2% | $13,129-53.3% | $12,270-50.0% |