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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 | $336,014 | $154,228+117.9% | $145,433+131.0% | $137,256+144.8% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 12.48% | 74.59%-62.1pp | 66.58%-54.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $16,084 | $4,804+234.8% | $4,554+253.2% | $4,156+287.0% |
| Participant deferral / active EE | $9,511 | $8,216+15.8% | $7,897+20.4% | $6,407+48.5% |
| Admin fee / account holder | $25,214 | $14,344+75.8% | $13,129+92.0% | $12,270+105.5% |