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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 | $181,062+108.6% | $158,223+138.7% | $155,188+143.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 19.04% | 57.39%-38.3pp | 52.09%-33.0pp | 148.84%-129.8pp |
| Employer contribution / active EE | $1,937 | $4,565-57.6% | $4,109-52.9% | $4,248-54.4% |
| Participant deferral / active EE | $8,154 | $6,134+32.9% | $5,467+49.2% | $6,531+24.9% |
| Admin fee / account holder | $13,708 | $18,825-27.2% | $16,047-14.6% | $14,480-5.3% |