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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 | $338,285 | $175,257+93.0% | $149,717+125.9% | $139,456+142.6% |
| Participation rate | 78.6% | 83.4%-4.8pp | 78.8%-0.2pp | 80.3%-1.8pp |
| Annual return | 20.68% | 166.70%-146.0pp | 134.41%-113.7pp | 373.45%-352.8pp |
| Employer contribution / active EE | $3,351 | $5,477-38.8% | $4,820-30.5% | $4,753-29.5% |
| Participant deferral / active EE | $7,662 | $6,521+17.5% | $5,682+34.9% | $6,711+14.2% |
| Admin fee / account holder | $9,103 | $16,156-43.7% | $13,213-31.1% | $11,407-20.2% |