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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 | $388,558 | $174,379+122.8% | $152,093+155.5% | $138,895+179.7% |
| Participation rate | 93.8% | 81.6%+12.1pp | 77.8%+16.0pp | 79.9%+13.8pp |
| Annual return | 16.23% | 74.86%-58.6pp | 66.36%-50.1pp | 145.39%-129.2pp |
| Employer contribution / active EE | $3,593 | $4,652-22.8% | $4,175-13.9% | $4,194-14.3% |
| Participant deferral / active EE | $5,764 | $6,159-6.4% | $5,451+5.7% | $6,396-9.9% |
| Admin fee / account holder | $9,761 | $16,880-42.2% | $14,497-32.7% | $12,562-22.3% |