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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 | $432,641 | $239,571+80.6% | $183,328+136.0% | $137,256+215.2% |
| Participation rate | 90.9% | 82.4%+8.5pp | 77.3%+13.6pp | 80.0%+10.9pp |
| Annual return | 12.22% | 35.69%-23.5pp | 29.67%-17.5pp | 220.34%-208.1pp |
| Employer contribution / active EE | $3,015 | $6,148-51.0% | $5,055-40.4% | $4,156-27.5% |
| Participant deferral / active EE | $7,163 | $7,995-10.4% | $6,795+5.4% | $6,407+11.8% |
| Admin fee / account holder | $3,005 | $30,059-90.0% | $21,427-86.0% | $12,270-75.5% |