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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 | $307,370 | $154,228+99.3% | $145,433+111.3% | $137,256+123.9% |
| Participation rate | 93.3% | 83.8%+9.5pp | 82.1%+11.2pp | 80.0%+13.4pp |
| Annual return | 15.42% | 74.59%-59.2pp | 66.58%-51.2pp | 220.34%-204.9pp |
| Employer contribution / active EE | $2,573 | $4,804-46.4% | $4,554-43.5% | $4,156-38.1% |
| Participant deferral / active EE | $7,192 | $8,216-12.5% | $7,897-8.9% | $6,407+12.3% |
| Admin fee / account holder | $625 | $14,344-95.6% | $13,129-95.2% | $12,270-94.9% |