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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 | $250,934 | $174,379+43.9% | $152,093+65.0% | $138,895+80.7% |
| Participation rate | 94.1% | 81.6%+12.5pp | 77.8%+16.4pp | 79.9%+14.2pp |
| Annual return | 13.59% | 74.86%-61.3pp | 66.36%-52.8pp | 145.39%-131.8pp |
| Employer contribution / active EE | $2,144 | $4,652-53.9% | $4,175-48.6% | $4,194-48.9% |
| Participant deferral / active EE | $5,749 | $6,159-6.7% | $5,451+5.5% | $6,396-10.1% |
| Admin fee / account holder | $12,879 | $16,880-23.7% | $14,497-11.2% | $12,562+2.5% |