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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 | $223,823+82.1% | $211,142+93.0% | $154,746+163.3% |
| Participation rate | 81.8% | 87.9%-6.0pp | 87.3%-5.5pp | 80.7%+1.1pp |
| Annual return | 12.97% | 50.39%-37.4pp | 46.84%-33.9pp | 172.34%-159.4pp |
| Employer contribution / active EE | $2,967 | $6,787-56.3% | $6,442-53.9% | $4,379-32.3% |
| Participant deferral / active EE | $9,421 | $9,750-3.4% | $9,284+1.5% | $6,730+40.0% |
| Admin fee / account holder | $322 | $19,707-98.4% | $19,076-98.3% | $14,365-97.8% |