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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 | $433,347 | $162,136+167.3% | $152,301+184.5% | $154,746+180.0% |
| Participation rate | 88.9% | 84.1%+4.8pp | 82.4%+6.4pp | 80.7%+8.2pp |
| Annual return | 13.42% | 91.02%-77.6pp | 80.50%-67.1pp | 172.34%-158.9pp |
| Employer contribution / active EE | $3,683 | $4,890-24.7% | $4,624-20.4% | $4,379-15.9% |
| Participant deferral / active EE | $13,690 | $8,341+64.1% | $8,004+71.0% | $6,730+103.4% |
| Admin fee / account holder | $9,015 | $15,759-42.8% | $14,398-37.4% | $14,365-37.2% |