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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 | $360,006 | $209,336+72.0% | $197,124+82.6% | $137,256+162.3% |
| Participation rate | 93.3% | 87.3%+6.0pp | 86.7%+6.6pp | 80.0%+13.4pp |
| Annual return | 17.62% | 48.09%-30.5pp | 44.34%-26.7pp | 220.34%-202.7pp |
| Employer contribution / active EE | $8,860 | $6,591+34.4% | $6,227+42.3% | $4,156+113.2% |
| Participant deferral / active EE | $7,375 | $9,614-23.3% | $9,135-19.3% | $6,407+15.1% |
| Admin fee / account holder | $472 | $17,308-97.3% | $16,298-97.1% | $12,270-96.1% |