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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 | $369,858 | $178,174+107.6% | $156,181+136.8% | $137,256+169.5% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.8%+1.2pp | 80.0%0pp |
| Annual return | 14.75% | 84.19%-69.4pp | 64.87%-50.1pp | 220.34%-205.6pp |
| Employer contribution / active EE | $2,002 | $4,972-59.7% | $4,294-53.4% | $4,156-51.8% |
| Participant deferral / active EE | $7,124 | $6,888+3.4% | $6,132+16.2% | $6,407+11.2% |
| Admin fee / account holder | $1,239 | $17,404-92.9% | $14,586-91.5% | $12,270-89.9% |