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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 | $322,332 | $156,398+106.1% | $147,318+118.8% | $138,895+132.1% |
| Participation rate | 94.1% | 83.8%+10.4pp | 82.1%+12.1pp | 79.9%+14.2pp |
| Annual return | 14.06% | 78.75%-64.7pp | 70.43%-56.4pp | 145.39%-131.3pp |
| Employer contribution / active EE | $4,924 | $4,853+1.4% | $4,593+7.2% | $4,194+17.4% |
| Participant deferral / active EE | $16,980 | $8,237+106.1% | $7,906+114.8% | $6,396+165.5% |
| Admin fee / account holder | $1,752 | $14,976-88.3% | $13,708-87.2% | $12,562-86.1% |