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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 | $428,367 | $154,228+177.7% | $145,433+194.5% | $137,256+212.1% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 18.18% | 74.59%-56.4pp | 66.58%-48.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $5,207 | $4,804+8.4% | $4,554+14.3% | $4,156+25.3% |
| Participant deferral / active EE | $14,907 | $8,216+81.4% | $7,897+88.8% | $6,407+132.7% |
| Admin fee / account holder | $1,484 | $14,344-89.7% | $13,129-88.7% | $12,270-87.9% |