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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 | $347,231 | $162,136+114.2% | $152,301+128.0% | $154,746+124.4% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 15.46% | 91.02%-75.6pp | 80.50%-65.0pp | 172.34%-156.9pp |
| Employer contribution / active EE | $12,474 | $4,890+155.1% | $4,624+169.7% | $4,379+184.9% |
| Participant deferral / active EE | $21,192 | $8,341+154.1% | $8,004+164.8% | $6,730+214.9% |
| Admin fee / account holder | $34,186 | $15,759+116.9% | $14,398+137.4% | $14,365+138.0% |