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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 | $155,555+125.7% | $146,866+139.1% | $155,188+126.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 15.66% | 115.41%-99.8pp | 102.85%-87.2pp | 148.84%-133.2pp |
| Employer contribution / active EE | $6,043 | $4,647+30.0% | $4,425+36.6% | $4,248+42.3% |
| Participant deferral / active EE | $7,750 | $8,044-3.7% | $7,759-0.1% | $6,531+18.7% |
| Admin fee / account holder | $3,523 | $14,755-76.1% | $13,620-74.1% | $14,480-75.7% |