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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 | $262,778 | $156,398+68.0% | $147,318+78.4% | $138,895+89.2% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 15.90% | 78.75%-62.8pp | 70.43%-54.5pp | 145.39%-129.5pp |
| Employer contribution / active EE | $20,390 | $4,853+320.1% | $4,593+344.0% | $4,194+386.1% |
| Participant deferral / active EE | $18,077 | $8,237+119.5% | $7,906+128.6% | $6,396+182.6% |
| Admin fee / account holder | $10,974 | $14,976-26.7% | $13,708-19.9% | $12,562-12.6% |