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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 | $354,331 | $156,398+126.6% | $147,318+140.5% | $138,895+155.1% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 16.38% | 78.75%-62.4pp | 70.43%-54.1pp | 145.39%-129.0pp |
| Employer contribution / active EE | $3,181 | $4,853-34.5% | $4,593-30.7% | $4,194-24.2% |
| Participant deferral / active EE | $10,029 | $8,237+21.8% | $7,906+26.9% | $6,396+56.8% |
| Admin fee / account holder | $2,197 | $14,976-85.3% | $13,708-84.0% | $12,562-82.5% |