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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 | $196,972+28.9% | $182,262+39.3% | $198,609+27.8% |
| Participation rate | 85.7% | 85.7%0pp | 84.2%+1.5pp | 82.4%+3.3pp |
| Annual return | 12.01% | 158.27%-146.3pp | 140.60%-128.6pp | 202.70%-190.7pp |
| Employer contribution / active EE | $6,912 | $5,364+28.9% | $5,046+37.0% | $5,055+36.7% |
| Participant deferral / active EE | $15,067 | $8,643+74.3% | $8,276+82.0% | $6,977+116.0% |
| Admin fee / account holder | $9,434 | $18,429-48.8% | $16,712-43.5% | $19,030-50.4% |