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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 | $174,379+150.4% | $152,093+187.1% | $138,895+214.4% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 18.60% | 74.86%-56.3pp | 66.36%-47.8pp | 145.39%-126.8pp |
| Employer contribution / active EE | $3,278 | $4,652-29.5% | $4,175-21.5% | $4,194-21.8% |
| Participant deferral / active EE | $11,634 | $6,159+88.9% | $5,451+113.4% | $6,396+81.9% |
| Admin fee / account holder | $2,003 | $16,880-88.1% | $14,497-86.2% | $12,562-84.1% |