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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 | $406,642 | $99,652+308.1% | $78,778+416.2% | $147,585+175.5% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 20.50% | 47.28%-26.8pp | 35.62%-15.1pp | 578.58%-558.1pp |
| Employer contribution / active EE | $3,280 | $2,796+17.3% | $1,986+65.2% | $4,876-32.7% |
| Participant deferral / active EE | $11,287 | $3,664+208.1% | $2,958+281.5% | $5,439+107.5% |
| Admin fee / account holder | $1,725 | $7,155-75.9% | $5,134-66.4% | $10,886-84.2% |