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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 | $377,726 | $172,111+119.5% | $150,298+151.3% | $137,256+175.2% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 19.04% | 69.37%-50.3pp | 62.79%-43.7pp | 220.34%-201.3pp |
| Employer contribution / active EE | $1,937 | $4,636-58.2% | $4,154-53.4% | $4,156-53.4% |
| Participant deferral / active EE | $8,154 | $6,166+32.3% | $5,453+49.5% | $6,407+27.3% |
| Admin fee / account holder | $13,708 | $16,471-16.8% | $14,116-2.9% | $12,270+11.7% |