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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 | $392,182 | $156,398+150.8% | $147,318+166.2% | $138,895+182.4% |
| Participation rate | 81.8% | 83.8%-1.9pp | 82.1%-0.2pp | 79.9%+1.9pp |
| Annual return | 12.97% | 78.75%-65.8pp | 70.43%-57.5pp | 145.39%-132.4pp |
| Employer contribution / active EE | $1,308 | $4,853-73.1% | $4,593-71.5% | $4,194-68.8% |
| Participant deferral / active EE | $5,706 | $8,237-30.7% | $7,906-27.8% | $6,396-10.8% |
| Admin fee / account holder | $1,821 | $14,976-87.8% | $13,708-86.7% | $12,562-85.5% |