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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 | $397,138 | $183,516+116.4% | $155,534+155.3% | $145,884+172.2% |
| Participation rate | 78.6% | 82.7%-4.1pp | 78.2%+0.4pp | 80.3%-1.7pp |
| Annual return | 17.25% | 61.43%-44.2pp | 64.92%-47.7pp | 551.85%-534.6pp |
| Employer contribution / active EE | $3,070 | $5,315-42.2% | $4,675-34.3% | $4,662-34.1% |
| Participant deferral / active EE | $7,768 | $6,467+20.1% | $5,630+38.0% | $6,690+16.1% |
| Admin fee / account holder | $15,054 | $19,293-22.0% | $15,900-5.3% | $13,392+12.4% |