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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 | $525,525 | $223,823+134.8% | $211,142+148.9% | $154,746+239.6% |
| Participation rate | 83.3% | 87.9%-4.5pp | 87.3%-4.0pp | 80.7%+2.6pp |
| Annual return | 21.31% | 50.39%-29.1pp | 46.84%-25.5pp | 172.34%-151.0pp |
| Employer contribution / active EE | $4,505 | $6,787-33.6% | $6,442-30.1% | $4,379+2.9% |
| Participant deferral / active EE | $10,349 | $9,750+6.1% | $9,284+11.5% | $6,730+53.8% |
| Admin fee / account holder | $2,282 | $19,707-88.4% | $19,076-88.0% | $14,365-84.1% |