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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 | $456,588 | $154,228+196.0% | $145,433+214.0% | $137,256+232.7% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 20.16% | 74.59%-54.4pp | 66.58%-46.4pp | 220.34%-200.2pp |
| Employer contribution / active EE | $3,211 | $4,804-33.2% | $4,554-29.5% | $4,156-22.8% |
| Participant deferral / active EE | $17,863 | $8,216+117.4% | $7,897+126.2% | $6,407+178.8% |
| Admin fee / account holder | $3,074 | $14,344-78.6% | $13,129-76.6% | $12,270-75.0% |