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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 | $172,111+84.4% | $150,298+111.2% | $137,256+131.3% |
| Participation rate | 70.0% | 81.7%-11.7pp | 77.8%-7.8pp | 80.0%-10.0pp |
| Annual return | 14.25% | 69.37%-55.1pp | 62.79%-48.5pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,429 | $4,636-69.2% | $4,154-65.6% | $4,156-65.6% |
| Participant deferral / active EE | $5,620 | $6,166-8.9% | $5,453+3.1% | $6,407-12.3% |
| Admin fee / account holder | $3,258 | $16,471-80.2% | $14,116-76.9% | $12,270-73.4% |