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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 | $364,150 | $81,331+347.7% | $155,534+134.1% | $80,935+349.9% |
| Participation rate | 72.3% | 66.3%+6.1pp | 78.2%-5.9pp | 67.7%+4.6pp |
| Annual return | 11.14% | 33.37%-22.2pp | 64.92%-53.8pp | 35.66%-24.5pp |
| Employer contribution / active EE | $6,763 | $3,105+117.8% | $4,675+44.7% | $2,757+145.3% |
| Participant deferral / active EE | $4,152 | $3,454+20.2% | $5,630-26.3% | $4,299-3.4% |
| Admin fee / account holder | $26,498 | $7,999+231.3% | $15,900+66.7% | $6,924+282.7% |