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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 | $154,228+182.4% | $145,433+199.5% | $137,256+217.3% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 18.10% | 74.59%-56.5pp | 66.58%-48.5pp | 220.34%-202.2pp |
| Employer contribution / active EE | $4,062 | $4,804-15.4% | $4,554-10.8% | $4,156-2.3% |
| Participant deferral / active EE | $12,434 | $8,216+51.3% | $7,897+57.4% | $6,407+94.1% |
| Admin fee / account holder | $1,989 | $14,344-86.1% | $13,129-84.9% | $12,270-83.8% |