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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 | $156,398+180.8% | $147,318+198.1% | $138,895+216.2% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 79.9%+10.1pp |
| Annual return | 16.37% | 78.75%-62.4pp | 70.43%-54.1pp | 145.39%-129.0pp |
| Employer contribution / active EE | $3,740 | $4,853-22.9% | $4,593-18.6% | $4,194-10.8% |
| Participant deferral / active EE | $15,656 | $8,237+90.1% | $7,906+98.0% | $6,396+144.8% |
| Admin fee / account holder | $5,937 | $14,976-60.4% | $13,708-56.7% | $12,562-52.7% |