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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 | $283,536 | $139,948+102.6% | $121,663+133.1% | $154,746+83.2% |
| Participation rate | 85.7% | 78.0%+7.7pp | 74.5%+11.2pp | 80.7%+5.0pp |
| Annual return | 19.56% | 230.52%-211.0pp | 147.54%-128.0pp | 172.34%-152.8pp |
| Employer contribution / active EE | $5,444 | $3,521+54.6% | $3,020+80.3% | $4,379+24.3% |
| Participant deferral / active EE | $10,094 | $5,629+79.3% | $4,887+106.5% | $6,730+50.0% |
| Admin fee / account holder | $1,807 | $17,321-89.6% | $14,289-87.4% | $14,365-87.4% |