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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 | $257,797 | $162,136+59.0% | $152,301+69.3% | $154,746+66.6% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 13.13% | 91.02%-77.9pp | 80.50%-67.4pp | 172.34%-159.2pp |
| Employer contribution / active EE | $5,382 | $4,890+10.0% | $4,624+16.4% | $4,379+22.9% |
| Participant deferral / active EE | $18,476 | $8,341+121.5% | $8,004+130.8% | $6,730+174.5% |
| Admin fee / account holder | $1,244 | $15,759-92.1% | $14,398-91.4% | $14,365-91.3% |