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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 | $253,875 | $162,136+56.6% | $152,301+66.7% | $154,746+64.1% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 12.01% | 91.02%-79.0pp | 80.50%-68.5pp | 172.34%-160.3pp |
| Employer contribution / active EE | $6,912 | $4,890+41.3% | $4,624+49.5% | $4,379+57.8% |
| Participant deferral / active EE | $15,067 | $8,341+80.6% | $8,004+88.2% | $6,730+123.9% |
| Admin fee / account holder | $9,434 | $15,759-40.1% | $14,398-34.5% | $14,365-34.3% |