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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 | $266,499 | $154,228+72.8% | $145,433+83.2% | $137,256+94.2% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 12.94% | 74.59%-61.6pp | 66.58%-53.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $5,142 | $4,804+7.0% | $4,554+12.9% | $4,156+23.7% |
| Participant deferral / active EE | $14,394 | $8,216+75.2% | $7,897+82.3% | $6,407+124.7% |
| Admin fee / account holder | $60,722 | $14,344+323.3% | $13,129+362.5% | $12,270+394.9% |