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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 | $172,111+161.5% | $150,298+199.5% | $137,256+227.9% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 20.87% | 69.37%-48.5pp | 62.79%-41.9pp | 220.34%-199.5pp |
| Employer contribution / active EE | $1,919 | $4,636-58.6% | $4,154-53.8% | $4,156-53.8% |
| Participant deferral / active EE | $7,921 | $6,166+28.5% | $5,453+45.3% | $6,407+23.6% |
| Admin fee / account holder | $1,837 | $16,471-88.8% | $14,116-87.0% | $12,270-85.0% |