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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 | $374,203 | $162,136+130.8% | $152,301+145.7% | $154,746+141.8% |
| Participation rate | 71.4% | 84.1%-12.7pp | 82.4%-11.0pp | 80.7%-9.3pp |
| Annual return | 16.64% | 91.02%-74.4pp | 80.50%-63.9pp | 172.34%-155.7pp |
| Employer contribution / active EE | $2,031 | $4,890-58.5% | $4,624-56.1% | $4,379-53.6% |
| Participant deferral / active EE | $6,845 | $8,341-17.9% | $8,004-14.5% | $6,730+1.7% |
| Admin fee / account holder | $7,175 | $15,759-54.5% | $14,398-50.2% | $14,365-50.1% |