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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 | $252,233 | $185,312+36.1% | $161,489+56.2% | $154,746+63.0% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 16.47% | 103.84%-87.4pp | 89.72%-73.3pp | 172.34%-155.9pp |
| Employer contribution / active EE | $6,841 | $4,769+43.4% | $4,268+60.3% | $4,379+56.2% |
| Participant deferral / active EE | $9,348 | $6,350+47.2% | $5,630+66.0% | $6,730+38.9% |
| Admin fee / account holder | $1,804 | $18,654-90.3% | $16,006-88.7% | $14,365-87.4% |