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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 | $196,972+119.3% | $182,262+137.0% | $198,609+117.5% |
| Participation rate | 75.0% | 85.7%-10.7pp | 84.2%-9.2pp | 82.4%-7.4pp |
| Annual return | 14.21% | 158.27%-144.1pp | 140.60%-126.4pp | 202.70%-188.5pp |
| Employer contribution / active EE | $3,255 | $5,364-39.3% | $5,046-35.5% | $5,055-35.6% |
| Participant deferral / active EE | $15,187 | $8,643+75.7% | $8,276+83.5% | $6,977+117.7% |
| Admin fee / account holder | $1,101 | $18,429-94.0% | $16,712-93.4% | $19,030-94.2% |