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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 | $425,453 | $155,555+173.5% | $146,866+189.7% | $155,188+174.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 14.51% | 115.41%-100.9pp | 102.85%-88.3pp | 148.84%-134.3pp |
| Employer contribution / active EE | $3,720 | $4,647-19.9% | $4,425-15.9% | $4,248-12.4% |
| Participant deferral / active EE | $11,190 | $8,044+39.1% | $7,759+44.2% | $6,531+71.3% |
| Admin fee / account holder | $489 | $14,755-96.7% | $13,620-96.4% | $14,480-96.6% |