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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 | $374,358 | $209,336+78.8% | $197,124+89.9% | $137,256+172.7% |
| Participation rate | 77.8% | 87.3%-9.5pp | 86.7%-8.9pp | 80.0%-2.2pp |
| Annual return | 14.10% | 48.09%-34.0pp | 44.34%-30.2pp | 220.34%-206.2pp |
| Employer contribution / active EE | $5,626 | $6,591-14.6% | $6,227-9.7% | $4,156+35.4% |
| Participant deferral / active EE | $13,164 | $9,614+36.9% | $9,135+44.1% | $6,407+105.5% |
| Admin fee / account holder | $1,006 | $17,308-94.2% | $16,298-93.8% | $12,270-91.8% |