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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 | $345,357 | $154,228+123.9% | $145,433+137.5% | $137,256+151.6% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 18.30% | 74.59%-56.3pp | 66.58%-48.3pp | 220.34%-202.0pp |
| Employer contribution / active EE | $4,465 | $4,804-7.1% | $4,554-2.0% | $4,156+7.4% |
| Participant deferral / active EE | $15,133 | $8,216+84.2% | $7,897+91.6% | $6,407+136.2% |
| Admin fee / account holder | $3,735 | $14,344-74.0% | $13,129-71.6% | $12,270-69.6% |