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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 | $250,610 | $154,228+62.5% | $145,433+72.3% | $137,256+82.6% |
| Participation rate | 81.8% | 83.8%-2.0pp | 82.1%-0.3pp | 80.0%+1.9pp |
| Annual return | 14.35% | 74.59%-60.2pp | 66.58%-52.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $5,845 | $4,804+21.7% | $4,554+28.3% | $4,156+40.6% |
| Participant deferral / active EE | $8,394 | $8,216+2.2% | $7,897+6.3% | $6,407+31.0% |
| Admin fee / account holder | $10,902 | $14,344-24.0% | $13,129-17.0% | $12,270-11.2% |