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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 | $155,555+65.7% | $146,866+75.5% | $155,188+66.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 13.13% | 115.41%-102.3pp | 102.85%-89.7pp | 148.84%-135.7pp |
| Employer contribution / active EE | $5,382 | $4,647+15.8% | $4,425+21.6% | $4,248+26.7% |
| Participant deferral / active EE | $18,476 | $8,044+129.7% | $7,759+138.1% | $6,531+182.9% |
| Admin fee / account holder | $1,244 | $14,755-91.6% | $13,620-90.9% | $14,480-91.4% |