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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 | $439,148 | $196,972+122.9% | $182,262+140.9% | $198,609+121.1% |
| Participation rate | 90.0% | 85.7%+4.3pp | 84.2%+5.8pp | 82.4%+7.6pp |
| Annual return | 16.37% | 158.27%-141.9pp | 140.60%-124.2pp | 202.70%-186.3pp |
| Employer contribution / active EE | $3,740 | $5,364-30.3% | $5,046-25.9% | $5,055-26.0% |
| Participant deferral / active EE | $15,656 | $8,643+81.1% | $8,276+89.2% | $6,977+124.4% |
| Admin fee / account holder | $5,937 | $18,429-67.8% | $16,712-64.5% | $19,030-68.8% |