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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 | $227,399+60.6% | $189,758+92.4% | $198,609+83.9% |
| Participation rate | 83.3% | 84.0%-0.7pp | 79.8%+3.5pp | 82.4%+1.0pp |
| Annual return | 18.59% | 61.03%-42.4pp | 52.62%-34.0pp | 202.70%-184.1pp |
| Employer contribution / active EE | $1,766 | $5,526-68.0% | $4,767-62.9% | $5,055-65.1% |
| Participant deferral / active EE | $4,932 | $6,837-27.9% | $5,856-15.8% | $6,977-29.3% |
| Admin fee / account holder | $8,530 | $25,162-66.1% | $20,388-58.2% | $19,030-55.2% |