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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 | $436,705 | $185,312+135.7% | $161,489+170.4% | $154,746+182.2% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 18.60% | 103.84%-85.2pp | 89.72%-71.1pp | 172.34%-153.7pp |
| Employer contribution / active EE | $3,278 | $4,769-31.3% | $4,268-23.2% | $4,379-25.1% |
| Participant deferral / active EE | $11,634 | $6,350+83.2% | $5,630+106.6% | $6,730+72.9% |
| Admin fee / account holder | $2,003 | $18,654-89.3% | $16,006-87.5% | $14,365-86.1% |