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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 | $162,136+162.4% | $152,301+179.3% | $154,746+174.9% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 14.51% | 91.02%-76.5pp | 80.50%-66.0pp | 172.34%-157.8pp |
| Employer contribution / active EE | $3,720 | $4,890-23.9% | $4,624-19.6% | $4,379-15.1% |
| Participant deferral / active EE | $11,190 | $8,341+34.2% | $8,004+39.8% | $6,730+66.3% |
| Admin fee / account holder | $489 | $15,759-96.9% | $14,398-96.6% | $14,365-96.6% |