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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 | $261,496 | $183,627+42.4% | $155,602+68.1% | $145,978+79.1% |
| Participation rate | 89.5% | 82.7%+6.8pp | 78.2%+11.3pp | 80.3%+9.2pp |
| Annual return | 13.93% | 61.32%-47.4pp | 64.81%-50.9pp | 550.52%-536.6pp |
| Employer contribution / active EE | $7,193 | $5,316+35.3% | $4,675+53.8% | $4,662+54.3% |
| Participant deferral / active EE | $5,659 | $6,466-12.5% | $5,629+0.5% | $6,690-15.4% |
| Admin fee / account holder | $1,440 | $19,327-92.5% | $15,923-91.0% | $13,400-89.3% |