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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 | $342,030 | $172,111+98.7% | $150,298+127.6% | $137,256+149.2% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 19.85% | 69.37%-49.5pp | 62.79%-42.9pp | 220.34%-200.5pp |
| Employer contribution / active EE | $2,438 | $4,636-47.4% | $4,154-41.3% | $4,156-41.3% |
| Participant deferral / active EE | $8,482 | $6,166+37.6% | $5,453+55.6% | $6,407+32.4% |
| Admin fee / account holder | $5,055 | $16,471-69.3% | $14,116-64.2% | $12,270-58.8% |