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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 | $348,461 | $227,399+53.2% | $189,758+83.6% | $198,609+75.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 14.53% | 61.03%-46.5pp | 52.62%-38.1pp | 202.70%-188.2pp |
| Employer contribution / active EE | $3,045 | $5,526-44.9% | $4,767-36.1% | $5,055-39.8% |
| Participant deferral / active EE | $9,960 | $6,837+45.7% | $5,856+70.1% | $6,977+42.8% |
| Admin fee / account holder | $36,013 | $25,162+43.1% | $20,388+76.6% | $19,030+89.2% |