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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 | $427,437 | $156,398+173.3% | $147,318+190.1% | $138,895+207.7% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 25.35% | 78.75%-53.4pp | 70.43%-45.1pp | 145.39%-120.0pp |
| Employer contribution / active EE | $3,561 | $4,853-26.6% | $4,593-22.5% | $4,194-15.1% |
| Participant deferral / active EE | $12,027 | $8,237+46.0% | $7,906+52.1% | $6,396+88.0% |
| Admin fee / account holder | $1,745 | $14,976-88.3% | $13,708-87.3% | $12,562-86.1% |