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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 | $154,228+181.0% | $145,433+198.0% | $137,256+215.7% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 13.42% | 74.59%-61.2pp | 66.58%-53.2pp | 220.34%-206.9pp |
| Employer contribution / active EE | $3,683 | $4,804-23.3% | $4,554-19.1% | $4,156-11.4% |
| Participant deferral / active EE | $13,690 | $8,216+66.6% | $7,897+73.3% | $6,407+113.7% |
| Admin fee / account holder | $9,015 | $14,344-37.1% | $13,129-31.3% | $12,270-26.5% |