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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 | $351,148 | $156,398+124.5% | $147,318+138.4% | $138,895+152.8% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 15.66% | 78.75%-63.1pp | 70.43%-54.8pp | 145.39%-129.7pp |
| Employer contribution / active EE | $6,043 | $4,853+24.5% | $4,593+31.6% | $4,194+44.1% |
| Participant deferral / active EE | $7,750 | $8,237-5.9% | $7,906-2.0% | $6,396+21.2% |
| Admin fee / account holder | $3,523 | $14,976-76.5% | $13,708-74.3% | $12,562-72.0% |