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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 | $326,961 | $162,136+101.7% | $152,301+114.7% | $154,746+111.3% |
| Participation rate | 92.3% | 84.1%+8.2pp | 82.4%+9.9pp | 80.7%+11.6pp |
| Annual return | 14.81% | 91.02%-76.2pp | 80.50%-65.7pp | 172.34%-157.5pp |
| Employer contribution / active EE | $1,221 | $4,890-75.0% | $4,624-73.6% | $4,379-72.1% |
| Participant deferral / active EE | $7,121 | $8,341-14.6% | $8,004-11.0% | $6,730+5.8% |
| Admin fee / account holder | $1,172 | $15,759-92.6% | $14,398-91.9% | $14,365-91.8% |