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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 | $450,078 | $185,312+142.9% | $161,489+178.7% | $154,746+190.8% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 20.87% | 103.84%-83.0pp | 89.72%-68.9pp | 172.34%-151.5pp |
| Employer contribution / active EE | $1,919 | $4,769-59.8% | $4,268-55.0% | $4,379-56.2% |
| Participant deferral / active EE | $7,921 | $6,350+24.7% | $5,630+40.7% | $6,730+17.7% |
| Admin fee / account holder | $1,837 | $18,654-90.2% | $16,006-88.5% | $14,365-87.2% |