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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 | $287,973 | $154,228+86.7% | $145,433+98.0% | $137,256+109.8% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 17.98% | 74.59%-56.6pp | 66.58%-48.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $20,602 | $4,804+328.9% | $4,554+352.4% | $4,156+395.7% |
| Participant deferral / active EE | $8,213 | $8,2160% | $7,897+4.0% | $6,407+28.2% |
| Admin fee / account holder | $2,334 | $14,344-83.7% | $13,129-82.2% | $12,270-81.0% |