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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 | $337,459 | $154,228+118.8% | $145,433+132.0% | $137,256+145.9% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 13.69% | 74.59%-60.9pp | 66.58%-52.9pp | 220.34%-206.6pp |
| Employer contribution / active EE | $2,537 | $4,804-47.2% | $4,554-44.3% | $4,156-39.0% |
| Participant deferral / active EE | $8,038 | $8,216-2.2% | $7,897+1.8% | $6,407+25.5% |
| Admin fee / account holder | $2,832 | $14,344-80.3% | $13,129-78.4% | $12,270-76.9% |