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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 | $317,421 | $181,062+75.3% | $158,223+100.6% | $155,188+104.5% |
| Participation rate | 70.0% | 82.7%-12.7pp | 79.2%-9.2pp | 80.8%-10.8pp |
| Annual return | 14.25% | 57.39%-43.1pp | 52.09%-37.8pp | 148.84%-134.6pp |
| Employer contribution / active EE | $1,429 | $4,565-68.7% | $4,109-65.2% | $4,248-66.4% |
| Participant deferral / active EE | $5,620 | $6,134-8.4% | $5,467+2.8% | $6,531-14.0% |
| Admin fee / account holder | $3,258 | $18,825-82.7% | $16,047-79.7% | $14,480-77.5% |