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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 | $437,016 | $148,629+194.0% | $135,982+221.4% | $139,487+213.3% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 22.79% | 79.33%-56.5pp | 68.32%-45.5pp | 373.84%-351.0pp |
| Employer contribution / active EE | $6,876 | $5,247+31.1% | $4,859+41.5% | $4,755+44.6% |
| Participant deferral / active EE | $12,783 | $8,102+57.8% | $7,760+64.7% | $6,713+90.4% |
| Admin fee / account holder | $2,024 | $12,406-83.7% | $10,767-81.2% | $11,407-82.3% |