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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 | $270,302 | $162,136+66.7% | $152,301+77.5% | $154,746+74.7% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 16.13% | 91.02%-74.9pp | 80.50%-64.4pp | 172.34%-156.2pp |
| Employer contribution / active EE | $4,859 | $4,890-0.6% | $4,624+5.1% | $4,379+11.0% |
| Participant deferral / active EE | $13,354 | $8,341+60.1% | $8,004+66.8% | $6,730+98.4% |
| Admin fee / account holder | $3,036 | $15,759-80.7% | $14,398-78.9% | $14,365-78.9% |