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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 | $156,398+120.1% | $147,318+133.6% | $138,895+147.8% |
| Participation rate | 86.7% | 83.8%+2.9pp | 82.1%+4.6pp | 79.9%+6.7pp |
| Annual return | 18.90% | 78.75%-59.9pp | 70.43%-51.5pp | 145.39%-126.5pp |
| Employer contribution / active EE | $5,206 | $4,853+7.3% | $4,593+13.4% | $4,194+24.1% |
| Participant deferral / active EE | $8,167 | $8,237-0.9% | $7,906+3.3% | $6,396+27.7% |
| Admin fee / account holder | $10,202 | $14,976-31.9% | $13,708-25.6% | $12,562-18.8% |