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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 | $294,538 | $154,228+91.0% | $145,433+102.5% | $137,256+114.6% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 14.33% | 74.59%-60.3pp | 66.58%-52.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $3,304 | $4,804-31.2% | $4,554-27.4% | $4,156-20.5% |
| Participant deferral / active EE | $11,993 | $8,216+46.0% | $7,897+51.9% | $6,407+87.2% |
| Admin fee / account holder | $41,325 | $14,344+188.1% | $13,129+214.8% | $12,270+236.8% |