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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 | $422,173 | $172,111+145.3% | $150,298+180.9% | $137,256+207.6% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 14.64% | 69.37%-54.7pp | 62.79%-48.1pp | 220.34%-205.7pp |
| Employer contribution / active EE | $2,489 | $4,636-46.3% | $4,154-40.1% | $4,156-40.1% |
| Participant deferral / active EE | $8,155 | $6,166+32.3% | $5,453+49.6% | $6,407+27.3% |
| Admin fee / account holder | $5,210 | $16,471-68.4% | $14,116-63.1% | $12,270-57.5% |