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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 | $378,235 | $154,228+145.2% | $145,433+160.1% | $137,256+175.6% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 20.87% | 74.59%-53.7pp | 66.58%-45.7pp | 220.34%-199.5pp |
| Employer contribution / active EE | $2,193 | $4,804-54.3% | $4,554-51.8% | $4,156-47.2% |
| Participant deferral / active EE | $21,190 | $8,216+157.9% | $7,897+168.3% | $6,407+230.7% |
| Admin fee / account holder | $4,531 | $14,344-68.4% | $13,129-65.5% | $12,270-63.1% |