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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 | $172,111+153.7% | $150,298+190.6% | $137,256+218.2% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 18.60% | 69.37%-50.8pp | 62.79%-44.2pp | 220.34%-201.7pp |
| Employer contribution / active EE | $3,278 | $4,636-29.3% | $4,154-21.1% | $4,156-21.1% |
| Participant deferral / active EE | $11,634 | $6,166+88.7% | $5,453+113.4% | $6,407+81.6% |
| Admin fee / account holder | $2,003 | $16,471-87.8% | $14,116-85.8% | $12,270-83.7% |