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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 | $448,184 | $155,555+188.1% | $146,866+205.2% | $155,188+188.8% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.5%+6.4pp | 80.8%+8.1pp |
| Annual return | 14.40% | 115.41%-101.0pp | 102.85%-88.5pp | 148.84%-134.4pp |
| Employer contribution / active EE | $6,916 | $4,647+48.8% | $4,425+56.3% | $4,248+62.8% |
| Participant deferral / active EE | $10,156 | $8,044+26.3% | $7,759+30.9% | $6,531+55.5% |
| Admin fee / account holder | $3,658 | $14,755-75.2% | $13,620-73.1% | $14,480-74.7% |