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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 | $431,993 | $162,136+166.4% | $152,301+183.6% | $154,746+179.2% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 14.21% | 91.02%-76.8pp | 80.50%-66.3pp | 172.34%-158.1pp |
| Employer contribution / active EE | $3,255 | $4,890-33.4% | $4,624-29.6% | $4,379-25.7% |
| Participant deferral / active EE | $15,187 | $8,341+82.1% | $8,004+89.8% | $6,730+125.7% |
| Admin fee / account holder | $1,101 | $15,759-93.0% | $14,398-92.4% | $14,365-92.3% |