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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 | $441,010 | $196,972+123.9% | $182,262+142.0% | $198,609+122.1% |
| Participation rate | 90.9% | 85.7%+5.2pp | 84.2%+6.7pp | 82.4%+8.5pp |
| Annual return | 13.85% | 158.27%-144.4pp | 140.60%-126.7pp | 202.70%-188.8pp |
| Employer contribution / active EE | $3,454 | $5,364-35.6% | $5,046-31.5% | $5,055-31.7% |
| Participant deferral / active EE | $15,894 | $8,643+83.9% | $8,276+92.0% | $6,977+127.8% |
| Admin fee / account holder | $13,271 | $18,429-28.0% | $16,712-20.6% | $19,030-30.3% |