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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 | $185,312+98.9% | $161,489+128.2% | $154,746+138.1% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 16.29% | 103.84%-87.6pp | 89.72%-73.4pp | 172.34%-156.1pp |
| Employer contribution / active EE | $7,075 | $4,769+48.4% | $4,268+65.8% | $4,379+61.6% |
| Participant deferral / active EE | $7,167 | $6,350+12.9% | $5,630+27.3% | $6,730+6.5% |
| Admin fee / account holder | $5,079 | $18,654-72.8% | $16,006-68.3% | $14,365-64.6% |