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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 | $174,379+111.3% | $152,093+142.3% | $138,895+165.3% |
| Participation rate | 83.3% | 81.6%+1.7pp | 77.8%+5.6pp | 79.9%+3.4pp |
| Annual return | 16.29% | 74.86%-58.6pp | 66.36%-50.1pp | 145.39%-129.1pp |
| Employer contribution / active EE | $7,075 | $4,652+52.1% | $4,175+69.5% | $4,194+68.7% |
| Participant deferral / active EE | $7,167 | $6,159+16.4% | $5,451+31.5% | $6,396+12.0% |
| Admin fee / account holder | $5,079 | $16,880-69.9% | $14,497-65.0% | $12,562-59.6% |