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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 | $267,255 | $178,174+50.0% | $156,181+71.1% | $137,256+94.7% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 14.08% | 84.19%-70.1pp | 64.87%-50.8pp | 220.34%-206.3pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,395 | $6,888+7.4% | $6,132+20.6% | $6,407+15.4% |
| Admin fee / account holder | $34,593 | $17,404+98.8% | $14,586+137.2% | $12,270+181.9% |