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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 | $282,247 | $209,336+34.8% | $197,124+43.2% | $137,256+105.6% |
| Participation rate | 93.3% | 87.3%+6.0pp | 86.7%+6.6pp | 80.0%+13.4pp |
| Annual return | 16.83% | 48.09%-31.3pp | 44.34%-27.5pp | 220.34%-203.5pp |
| Employer contribution / active EE | $7,758 | $6,591+17.7% | $6,227+24.6% | $4,156+86.7% |
| Participant deferral / active EE | $18,652 | $9,614+94.0% | $9,135+104.2% | $6,407+191.1% |
| Admin fee / account holder | $1,314 | $17,308-92.4% | $16,298-91.9% | $12,270-89.3% |