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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 | $181,062+109.3% | $158,223+139.6% | $155,188+144.2% |
| Participation rate | 77.8% | 82.7%-4.9pp | 79.2%-1.4pp | 80.8%-3.0pp |
| Annual return | 19.33% | 57.39%-38.1pp | 52.09%-32.8pp | 148.84%-129.5pp |
| Employer contribution / active EE | $28,385 | $4,565+521.8% | $4,109+590.8% | $4,248+568.2% |
| Participant deferral / active EE | $14,594 | $6,134+137.9% | $5,467+166.9% | $6,531+123.4% |
| Admin fee / account holder | $24,852 | $18,825+32.0% | $16,047+54.9% | $14,480+71.6% |