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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 | $209,336+151.0% | $197,124+166.6% | $137,256+282.9% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 21.31% | 48.09%-26.8pp | 44.34%-23.0pp | 220.34%-199.0pp |
| Employer contribution / active EE | $4,505 | $6,591-31.6% | $6,227-27.7% | $4,156+8.4% |
| Participant deferral / active EE | $10,349 | $9,614+7.6% | $9,135+13.3% | $6,407+61.5% |
| Admin fee / account holder | $2,282 | $17,308-86.8% | $16,298-86.0% | $12,270-81.4% |