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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 | $353,693 | $172,111+105.5% | $150,298+135.3% | $137,256+157.7% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 16.62% | 69.37%-52.8pp | 62.79%-46.2pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,753 | $4,636-62.2% | $4,154-57.8% | $4,156-57.8% |
| Participant deferral / active EE | $6,107 | $6,166-0.9% | $5,453+12.0% | $6,407-4.7% |
| Admin fee / account holder | $13,464 | $16,471-18.3% | $14,116-4.6% | $12,270+9.7% |