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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 | $258,662 | $172,111+50.3% | $150,298+72.1% | $137,256+88.5% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 18.70% | 69.37%-50.7pp | 62.79%-44.1pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,775 | $4,636-40.2% | $4,154-33.2% | $4,156-33.2% |
| Participant deferral / active EE | $11,416 | $6,166+85.2% | $5,453+109.4% | $6,407+78.2% |
| Admin fee / account holder | $609 | $16,471-96.3% | $14,116-95.7% | $12,270-95.0% |