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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 | $156,398+163.2% | $147,318+179.4% | $138,895+196.3% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 79.9%+10.1pp |
| Annual return | 16.48% | 78.75%-62.3pp | 70.43%-54.0pp | 145.39%-128.9pp |
| Employer contribution / active EE | $2,997 | $4,853-38.2% | $4,593-34.7% | $4,194-28.5% |
| Participant deferral / active EE | $14,807 | $8,237+79.8% | $7,906+87.3% | $6,396+131.5% |
| Admin fee / account holder | $1,980 | $14,976-86.8% | $13,708-85.6% | $12,562-84.2% |