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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 | $185,312+127.8% | $161,489+161.4% | $154,746+172.8% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 14.64% | 103.84%-89.2pp | 89.72%-75.1pp | 172.34%-157.7pp |
| Employer contribution / active EE | $2,489 | $4,769-47.8% | $4,268-41.7% | $4,379-43.2% |
| Participant deferral / active EE | $8,155 | $6,350+28.4% | $5,630+44.9% | $6,730+21.2% |
| Admin fee / account holder | $5,210 | $18,654-72.1% | $16,006-67.4% | $14,365-63.7% |