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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 | $358,062 | $166,020+115.7% | $164,866+117.2% | $145,959+145.3% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 13.36% | 100.08%-86.7pp | 69.97%-56.6pp | 561.95%-548.6pp |
| Employer contribution / active EE | $3,594 | $5,275-31.9% | $4,343-17.2% | $4,661-22.9% |
| Participant deferral / active EE | $7,165 | $6,961+2.9% | $6,033+18.8% | $6,689+7.1% |
| Admin fee / account holder | $3,666 | $16,644-78.0% | $12,689-71.1% | $13,398-72.6% |