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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 | $382,024 | $162,136+135.6% | $152,301+150.8% | $154,746+146.9% |
| Participation rate | 76.9% | 84.1%-7.2pp | 82.4%-5.5pp | 80.7%-3.8pp |
| Annual return | 16.47% | 91.02%-74.6pp | 80.50%-64.0pp | 172.34%-155.9pp |
| Employer contribution / active EE | $3,594 | $4,890-26.5% | $4,624-22.3% | $4,379-17.9% |
| Participant deferral / active EE | $7,873 | $8,341-5.6% | $8,004-1.6% | $6,730+17.0% |
| Admin fee / account holder | $2,500 | $15,759-84.1% | $14,398-82.6% | $14,365-82.6% |