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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 | $321,298 | $209,336+53.5% | $197,124+63.0% | $137,256+134.1% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 17.04% | 48.09%-31.0pp | 44.34%-27.3pp | 220.34%-203.3pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $18,233 | $9,614+89.7% | $9,135+99.6% | $6,407+184.6% |
| Admin fee / account holder | $948 | $17,308-94.5% | $16,298-94.2% | $12,270-92.3% |