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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 | $321,993 | $162,136+98.6% | $152,301+111.4% | $154,746+108.1% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 19.73% | 91.02%-71.3pp | 80.50%-60.8pp | 172.34%-152.6pp |
| Employer contribution / active EE | $3,359 | $4,890-31.3% | $4,624-27.4% | $4,379-23.3% |
| Participant deferral / active EE | $4,580 | $8,341-45.1% | $8,004-42.8% | $6,730-31.9% |
| Admin fee / account holder | $2,072 | $15,759-86.8% | $14,398-85.6% | $14,365-85.6% |