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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 | $379,038 | $172,111+120.2% | $150,298+152.2% | $137,256+176.2% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 19.33% | 69.37%-50.0pp | 62.79%-43.5pp | 220.34%-201.0pp |
| Employer contribution / active EE | $28,385 | $4,636+512.2% | $4,154+583.3% | $4,156+583.0% |
| Participant deferral / active EE | $14,594 | $6,166+136.7% | $5,453+167.6% | $6,407+127.8% |
| Admin fee / account holder | $24,852 | $16,471+50.9% | $14,116+76.1% | $12,270+102.5% |