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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 | $407,495 | $209,336+94.7% | $197,124+106.7% | $137,256+196.9% |
| Participation rate | 81.8% | 87.3%-5.5pp | 86.7%-4.9pp | 80.0%+1.9pp |
| Annual return | 12.97% | 48.09%-35.1pp | 44.34%-31.4pp | 220.34%-207.4pp |
| Employer contribution / active EE | $2,967 | $6,591-55.0% | $6,227-52.4% | $4,156-28.6% |
| Participant deferral / active EE | $9,421 | $9,614-2.0% | $9,135+3.1% | $6,407+47.0% |
| Admin fee / account holder | $322 | $17,308-98.1% | $16,298-98.0% | $12,270-97.4% |