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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 | $162,136+54.6% | $152,301+64.5% | $154,746+61.9% |
| Participation rate | 81.8% | 84.1%-2.3pp | 82.4%-0.6pp | 80.7%+1.1pp |
| Annual return | 14.35% | 91.02%-76.7pp | 80.50%-66.2pp | 172.34%-158.0pp |
| Employer contribution / active EE | $5,845 | $4,890+19.5% | $4,624+26.4% | $4,379+33.5% |
| Participant deferral / active EE | $8,394 | $8,341+0.6% | $8,004+4.9% | $6,730+24.7% |
| Admin fee / account holder | $10,902 | $15,759-30.8% | $14,398-24.3% | $14,365-24.1% |