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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 | $402,894 | $172,111+134.1% | $150,298+168.1% | $137,256+193.5% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 19.68% | 69.37%-49.7pp | 62.79%-43.1pp | 220.34%-200.7pp |
| Employer contribution / active EE | $2,764 | $4,636-40.4% | $4,154-33.5% | $4,156-33.5% |
| Participant deferral / active EE | $11,512 | $6,166+86.7% | $5,453+111.1% | $6,407+79.7% |
| Admin fee / account holder | $13,865 | $16,471-15.8% | $14,116-1.8% | $12,270+13.0% |