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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 | $474,215 | $172,111+175.5% | $150,298+215.5% | $137,256+245.5% |
| Participation rate | 86.7% | 81.7%+5.0pp | 77.8%+8.9pp | 80.0%+6.7pp |
| Annual return | 24.37% | 69.37%-45.0pp | 62.79%-38.4pp | 220.34%-196.0pp |
| Employer contribution / active EE | $3,727 | $4,636-19.6% | $4,154-10.3% | $4,156-10.3% |
| Participant deferral / active EE | $8,487 | $6,166+37.7% | $5,453+55.7% | $6,407+32.5% |
| Admin fee / account holder | $31,068 | $16,471+88.6% | $14,116+120.1% | $12,270+153.2% |