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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 | $337,726 | $156,398+115.9% | $147,318+129.2% | $138,895+143.2% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 14.56% | 78.75%-64.2pp | 70.43%-55.9pp | 145.39%-130.8pp |
| Employer contribution / active EE | $8,157 | $4,853+68.1% | $4,593+77.6% | $4,194+94.5% |
| Participant deferral / active EE | $14,773 | $8,237+79.3% | $7,906+86.8% | $6,396+131.0% |
| Admin fee / account holder | $6,138 | $14,976-59.0% | $13,708-55.2% | $12,562-51.1% |