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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 | $320,147 | $162,136+97.5% | $152,301+110.2% | $154,746+106.9% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 11.84% | 91.02%-79.2pp | 80.50%-68.7pp | 172.34%-160.5pp |
| Employer contribution / active EE | $5,665 | $4,890+15.8% | $4,624+22.5% | $4,379+29.4% |
| Participant deferral / active EE | $13,325 | $8,341+59.8% | $8,004+66.5% | $6,730+98.0% |
| Admin fee / account holder | $2,133 | $15,759-86.5% | $14,398-85.2% | $14,365-85.2% |