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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 | $337,790 | $148,623+127.3% | $135,974+148.4% | $139,466+142.2% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 19.64% | 79.30%-59.7pp | 68.30%-48.7pp | 373.66%-354.0pp |
| Employer contribution / active EE | $3,248 | $5,246-38.1% | $4,859-33.1% | $4,754-31.7% |
| Participant deferral / active EE | $13,641 | $8,103+68.4% | $7,760+75.8% | $6,712+103.2% |
| Admin fee / account holder | $955 | $12,406-92.3% | $10,767-91.1% | $11,409-91.6% |