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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 | $256,081 | $172,111+48.8% | $150,298+70.4% | $137,256+86.6% |
| Participation rate | 94.1% | 81.7%+12.4pp | 77.8%+16.4pp | 80.0%+14.2pp |
| Annual return | 16.24% | 69.37%-53.1pp | 62.79%-46.6pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,563 | $4,636-44.7% | $4,154-38.3% | $4,156-38.3% |
| Participant deferral / active EE | $6,900 | $6,166+11.9% | $5,453+26.5% | $6,407+7.7% |
| Admin fee / account holder | $1,002 | $16,471-93.9% | $14,116-92.9% | $12,270-91.8% |