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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 | $181,062+95.3% | $158,223+123.5% | $155,188+127.9% |
| Participation rate | 77.8% | 82.7%-4.9pp | 79.2%-1.4pp | 80.8%-3.0pp |
| Annual return | 16.62% | 57.39%-40.8pp | 52.09%-35.5pp | 148.84%-132.2pp |
| Employer contribution / active EE | $1,753 | $4,565-61.6% | $4,109-57.3% | $4,248-58.7% |
| Participant deferral / active EE | $6,107 | $6,134-0.4% | $5,467+11.7% | $6,531-6.5% |
| Admin fee / account holder | $13,464 | $18,825-28.5% | $16,047-16.1% | $14,480-7.0% |