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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 | $401,380 | $162,136+147.6% | $152,301+163.5% | $154,746+159.4% |
| Participation rate | 78.6% | 84.1%-5.5pp | 82.4%-3.9pp | 80.7%-2.1pp |
| Annual return | 19.31% | 91.02%-71.7pp | 80.50%-61.2pp | 172.34%-153.0pp |
| Employer contribution / active EE | $3,905 | $4,890-20.1% | $4,624-15.6% | $4,379-10.8% |
| Participant deferral / active EE | $10,926 | $8,341+31.0% | $8,004+36.5% | $6,730+62.3% |
| Admin fee / account holder | $30,115 | $15,759+91.1% | $14,398+109.2% | $14,365+109.6% |