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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 | $476,604 | $183,627+159.6% | $155,602+206.3% | $145,978+226.5% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 16.75% | 61.32%-44.6pp | 64.81%-48.1pp | 550.52%-533.8pp |
| Employer contribution / active EE | $3,481 | $5,316-34.5% | $4,675-25.6% | $4,662-25.3% |
| Participant deferral / active EE | $12,345 | $6,466+90.9% | $5,629+119.3% | $6,690+84.5% |
| Admin fee / account holder | $4,613 | $19,327-76.1% | $15,923-71.0% | $13,400-65.6% |