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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 | $365,148 | $185,312+97.0% | $161,489+126.1% | $154,746+136.0% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 18.59% | 103.84%-85.2pp | 89.72%-71.1pp | 172.34%-153.7pp |
| Employer contribution / active EE | $1,766 | $4,769-63.0% | $4,268-58.6% | $4,379-59.7% |
| Participant deferral / active EE | $4,932 | $6,350-22.3% | $5,630-12.4% | $6,730-26.7% |
| Admin fee / account holder | $8,530 | $18,654-54.3% | $16,006-46.7% | $14,365-40.6% |