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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 | $280,221 | $181,062+54.8% | $158,223+77.1% | $155,188+80.6% |
| Participation rate | 85.7% | 82.7%+3.1pp | 79.2%+6.5pp | 80.8%+4.9pp |
| Annual return | 17.74% | 57.39%-39.6pp | 52.09%-34.4pp | 148.84%-131.1pp |
| Employer contribution / active EE | $1,888 | $4,565-58.6% | $4,109-54.0% | $4,248-55.5% |
| Participant deferral / active EE | $7,600 | $6,134+23.9% | $5,467+39.0% | $6,531+16.4% |
| Admin fee / account holder | $19,286 | $18,825+2.4% | $16,047+20.2% | $14,480+33.2% |