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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 | $174,379+117.4% | $152,093+149.2% | $138,895+172.9% |
| Participation rate | 77.8% | 81.6%-3.9pp | 77.8%0pp | 79.9%-2.1pp |
| Annual return | 19.33% | 74.86%-55.5pp | 66.36%-47.0pp | 145.39%-126.1pp |
| Employer contribution / active EE | $28,385 | $4,652+510.2% | $4,175+579.9% | $4,194+576.8% |
| Participant deferral / active EE | $14,594 | $6,159+136.9% | $5,451+167.7% | $6,396+128.2% |
| Admin fee / account holder | $24,852 | $16,880+47.2% | $14,497+71.4% | $12,562+97.8% |