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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 | $377,629 | $162,136+132.9% | $152,301+147.9% | $154,746+144.0% |
| Participation rate | 90.9% | 84.1%+6.8pp | 82.4%+8.5pp | 80.7%+10.2pp |
| Annual return | 15.40% | 91.02%-75.6pp | 80.50%-65.1pp | 172.34%-156.9pp |
| Employer contribution / active EE | $3,628 | $4,890-25.8% | $4,624-21.6% | $4,379-17.2% |
| Participant deferral / active EE | $16,014 | $8,341+92.0% | $8,004+100.1% | $6,730+137.9% |
| Admin fee / account holder | $1,456 | $15,759-90.8% | $14,398-89.9% | $14,365-89.9% |