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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 | $411,576 | $154,228+166.9% | $145,433+183.0% | $137,256+199.9% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 16.48% | 74.59%-58.1pp | 66.58%-50.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $2,997 | $4,804-37.6% | $4,554-34.2% | $4,156-27.9% |
| Participant deferral / active EE | $14,807 | $8,216+80.2% | $7,897+87.5% | $6,407+131.1% |
| Admin fee / account holder | $1,980 | $14,344-86.2% | $13,129-84.9% | $12,270-83.9% |