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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 | $368,525 | $172,111+114.1% | $150,298+145.2% | $137,256+168.5% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 16.29% | 69.37%-53.1pp | 62.79%-46.5pp | 220.34%-204.1pp |
| Employer contribution / active EE | $7,075 | $4,636+52.6% | $4,154+70.3% | $4,156+70.2% |
| Participant deferral / active EE | $7,167 | $6,166+16.2% | $5,453+31.4% | $6,407+11.9% |
| Admin fee / account holder | $5,079 | $16,471-69.2% | $14,116-64.0% | $12,270-58.6% |