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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 | $332,253 | $111,535+197.9% | $105,223+215.8% | $137,256+142.1% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.0%+18.3pp | 80.0%+13.4pp |
| Annual return | 20.39% | 237.85%-217.5pp | 180.65%-160.3pp | 220.34%-199.9pp |
| Employer contribution / active EE | $6,513 | $3,939+65.3% | $3,689+76.6% | $4,156+56.7% |
| Participant deferral / active EE | $8,474 | $5,500+54.1% | $5,072+67.1% | $6,407+32.3% |
| Admin fee / account holder | $1,568 | $9,721-83.9% | $8,859-82.3% | $12,270-87.2% |