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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 | $409,846 | $196,972+108.1% | $182,262+124.9% | $198,609+106.4% |
| Participation rate | 75.0% | 85.7%-10.7pp | 84.2%-9.2pp | 82.4%-7.4pp |
| Annual return | 16.05% | 158.27%-142.2pp | 140.60%-124.6pp | 202.70%-186.7pp |
| Employer contribution / active EE | $2,621 | $5,364-51.1% | $5,046-48.1% | $5,055-48.2% |
| Participant deferral / active EE | $10,365 | $8,643+19.9% | $8,276+25.2% | $6,977+48.6% |
| Admin fee / account holder | $5,913 | $18,429-67.9% | $16,712-64.6% | $19,030-68.9% |