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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 | $181,062+92.5% | $158,223+120.2% | $155,188+124.5% |
| Participation rate | 80.0% | 82.7%-2.7pp | 79.2%+0.8pp | 80.8%-0.8pp |
| Annual return | 14.53% | 57.39%-42.9pp | 52.09%-37.6pp | 148.84%-134.3pp |
| Employer contribution / active EE | $3,045 | $4,565-33.3% | $4,109-25.9% | $4,248-28.3% |
| Participant deferral / active EE | $9,960 | $6,134+62.4% | $5,467+82.2% | $6,531+52.5% |
| Admin fee / account holder | $36,013 | $18,825+91.3% | $16,047+124.4% | $14,480+148.7% |