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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 | $250,480 | $142,354+76.0% | $125,529+99.5% | $155,188+61.4% |
| Participation rate | 75.0% | 78.1%-3.1pp | 74.7%+0.3pp | 80.8%-5.8pp |
| Annual return | 17.25% | 306.06%-288.8pp | 202.56%-185.3pp | 148.84%-131.6pp |
| Employer contribution / active EE | $3,778 | $3,501+7.9% | $3,058+23.6% | $4,248-11.1% |
| Participant deferral / active EE | $11,170 | $5,491+103.4% | $4,813+132.1% | $6,531+71.0% |
| Admin fee / account holder | $5,690 | $19,392-70.7% | $16,298-65.1% | $14,480-60.7% |