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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 | $410,255 | $155,555+163.7% | $146,866+179.3% | $155,188+164.4% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.5%+6.4pp | 80.8%+8.1pp |
| Annual return | 17.72% | 115.41%-97.7pp | 102.85%-85.1pp | 148.84%-131.1pp |
| Employer contribution / active EE | $1,562 | $4,647-66.4% | $4,425-64.7% | $4,248-63.2% |
| Participant deferral / active EE | $12,057 | $8,044+49.9% | $7,759+55.4% | $6,531+84.6% |
| Admin fee / account holder | $3,237 | $14,755-78.1% | $13,620-76.2% | $14,480-77.6% |