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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 | $288,234 | $154,228+86.9% | $145,433+98.2% | $137,256+110.0% |
| Participation rate | 86.7% | 83.8%+2.9pp | 82.1%+4.5pp | 80.0%+6.7pp |
| Annual return | 16.95% | 74.59%-57.6pp | 66.58%-49.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $4,168 | $4,804-13.2% | $4,554-8.5% | $4,156+0.3% |
| Participant deferral / active EE | $14,519 | $8,216+76.7% | $7,897+83.8% | $6,407+126.6% |
| Admin fee / account holder | $1,448 | $14,344-89.9% | $13,129-89.0% | $12,270-88.2% |