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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 | $314,848 | $162,136+94.2% | $152,301+106.7% | $154,746+103.5% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 14.64% | 91.02%-76.4pp | 80.50%-65.9pp | 172.34%-157.7pp |
| Employer contribution / active EE | $2,688 | $4,890-45.0% | $4,624-41.9% | $4,379-38.6% |
| Participant deferral / active EE | $9,663 | $8,341+15.9% | $8,004+20.7% | $6,730+43.6% |
| Admin fee / account holder | $1,694 | $15,759-89.3% | $14,398-88.2% | $14,365-88.2% |