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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 | $344,779 | $201,372+71.2% | $184,260+87.1% | $145,884+136.3% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 18.72% | 29.04%-10.3pp | 28.84%-10.1pp | 551.85%-533.1pp |
| Employer contribution / active EE | $5,706 | $7,024-18.8% | $6,427-11.2% | $4,662+22.4% |
| Participant deferral / active EE | $10,799 | $9,808+10.1% | $9,133+18.2% | $6,690+61.4% |
| Admin fee / account holder | $4,652 | $16,362-71.6% | $13,898-66.5% | $13,392-65.3% |