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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 | $344,184 | $162,136+112.3% | $152,301+126.0% | $154,746+122.4% |
| Participation rate | 86.7% | 84.1%+2.6pp | 82.4%+4.2pp | 80.7%+6.0pp |
| Annual return | 18.90% | 91.02%-72.1pp | 80.50%-61.6pp | 172.34%-153.4pp |
| Employer contribution / active EE | $5,206 | $4,890+6.5% | $4,624+12.6% | $4,379+18.9% |
| Participant deferral / active EE | $8,167 | $8,341-2.1% | $8,004+2.0% | $6,730+21.3% |
| Admin fee / account holder | $10,202 | $15,759-35.3% | $14,398-29.1% | $14,365-29.0% |