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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 | $196,972+120.0% | $182,262+137.8% | $198,609+118.2% |
| Participation rate | 88.9% | 85.7%+3.2pp | 84.2%+4.7pp | 82.4%+6.5pp |
| Annual return | 13.42% | 158.27%-144.9pp | 140.60%-127.2pp | 202.70%-189.3pp |
| Employer contribution / active EE | $3,683 | $5,364-31.3% | $5,046-27.0% | $5,055-27.2% |
| Participant deferral / active EE | $13,690 | $8,643+58.4% | $8,276+65.4% | $6,977+96.2% |
| Admin fee / account holder | $9,015 | $18,429-51.1% | $16,712-46.1% | $19,030-52.6% |