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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 | $435,568 | $162,136+168.6% | $152,301+186.0% | $154,746+181.5% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 18.10% | 91.02%-72.9pp | 80.50%-62.4pp | 172.34%-154.2pp |
| Employer contribution / active EE | $4,062 | $4,890-16.9% | $4,624-12.2% | $4,379-7.2% |
| Participant deferral / active EE | $12,434 | $8,341+49.1% | $8,004+55.3% | $6,730+84.7% |
| Admin fee / account holder | $1,989 | $15,759-87.4% | $14,398-86.2% | $14,365-86.2% |