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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 | $364,512 | $154,228+136.3% | $145,433+150.6% | $137,256+165.6% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 13.61% | 74.59%-61.0pp | 66.58%-53.0pp | 220.34%-206.7pp |
| Employer contribution / active EE | $4,602 | $4,804-4.2% | $4,554+1.1% | $4,156+10.7% |
| Participant deferral / active EE | $13,644 | $8,216+66.1% | $7,897+72.8% | $6,407+113.0% |
| Admin fee / account holder | $3,554 | $14,344-75.2% | $13,129-72.9% | $12,270-71.0% |