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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 | $261,861 | $162,136+61.5% | $152,301+71.9% | $154,746+69.2% |
| Participation rate | 92.9% | 84.1%+8.8pp | 82.4%+10.4pp | 80.7%+12.2pp |
| Annual return | 14.39% | 91.02%-76.6pp | 80.50%-66.1pp | 172.34%-157.9pp |
| Employer contribution / active EE | $2,618 | $4,890-46.5% | $4,624-43.4% | $4,379-40.2% |
| Participant deferral / active EE | $7,209 | $8,341-13.6% | $8,004-9.9% | $6,730+7.1% |
| Admin fee / account holder | $470 | $15,759-97.0% | $14,398-96.7% | $14,365-96.7% |