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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 | $410,820 | $223,823+83.5% | $211,142+94.6% | $154,746+165.5% |
| Participation rate | 87.5% | 87.9%-0.4pp | 87.3%+0.2pp | 80.7%+6.8pp |
| Annual return | 11.00% | 50.39%-39.4pp | 46.84%-35.8pp | 172.34%-161.3pp |
| Employer contribution / active EE | $6,991 | $6,787+3.0% | $6,442+8.5% | $4,379+59.6% |
| Participant deferral / active EE | $19,721 | $9,750+102.3% | $9,284+112.4% | $6,730+193.0% |
| Admin fee / account holder | $5,505 | $19,707-72.1% | $19,076-71.1% | $14,365-61.7% |