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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 | $419,312 | $154,228+171.9% | $145,433+188.3% | $137,256+205.5% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 14.98% | 74.59%-59.6pp | 66.58%-51.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $6,409 | $4,804+33.4% | $4,554+40.7% | $4,156+54.2% |
| Participant deferral / active EE | $5,905 | $8,216-28.1% | $7,897-25.2% | $6,407-7.8% |
| Admin fee / account holder | $4,503 | $14,344-68.6% | $13,129-65.7% | $12,270-63.3% |