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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 | $352,155 | $114,119+208.6% | $107,187+228.5% | $138,895+153.5% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.0%+13.9pp | 79.9%+9.0pp |
| Annual return | 14.00% | 273.21%-259.2pp | 204.55%-190.6pp | 145.39%-131.4pp |
| Employer contribution / active EE | $4,534 | $4,059+11.7% | $3,782+19.9% | $4,194+8.1% |
| Participant deferral / active EE | $10,176 | $5,538+83.8% | $5,096+99.7% | $6,396+59.1% |
| Admin fee / account holder | $6,439 | $10,024-35.8% | $9,162-29.7% | $12,562-48.7% |