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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 | $227,399+62.1% | $189,758+94.2% | $198,609+85.6% |
| Participation rate | 83.3% | 84.0%-0.7pp | 79.8%+3.5pp | 82.4%+1.0pp |
| Annual return | 16.29% | 61.03%-44.7pp | 52.62%-36.3pp | 202.70%-186.4pp |
| Employer contribution / active EE | $7,075 | $5,526+28.0% | $4,767+48.4% | $5,055+40.0% |
| Participant deferral / active EE | $7,167 | $6,837+4.8% | $5,856+22.4% | $6,977+2.7% |
| Admin fee / account holder | $5,079 | $25,162-79.8% | $20,388-75.1% | $19,030-73.3% |