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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 | $436,323 | $172,111+153.5% | $150,298+190.3% | $137,256+217.9% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 16.32% | 69.37%-53.1pp | 62.79%-46.5pp | 220.34%-204.0pp |
| Employer contribution / active EE | $2,304 | $4,636-50.3% | $4,154-44.5% | $4,156-44.6% |
| Participant deferral / active EE | $8,961 | $6,166+45.3% | $5,453+64.3% | $6,407+39.9% |
| Admin fee / account holder | $5,356 | $16,471-67.5% | $14,116-62.1% | $12,270-56.4% |