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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 | $174,379+109.4% | $152,093+140.1% | $138,895+162.9% |
| Participation rate | 83.3% | 81.6%+1.7pp | 77.8%+5.6pp | 79.9%+3.4pp |
| Annual return | 18.59% | 74.86%-56.3pp | 66.36%-47.8pp | 145.39%-126.8pp |
| Employer contribution / active EE | $1,766 | $4,652-62.0% | $4,175-57.7% | $4,194-57.9% |
| Participant deferral / active EE | $4,932 | $6,159-19.9% | $5,451-9.5% | $6,396-22.9% |
| Admin fee / account holder | $8,530 | $16,880-49.5% | $14,497-41.2% | $12,562-32.1% |