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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 | $156,398+72.8% | $147,318+83.5% | $138,895+94.6% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 16.13% | 78.75%-62.6pp | 70.43%-54.3pp | 145.39%-129.3pp |
| Employer contribution / active EE | $4,859 | $4,853+0.1% | $4,593+5.8% | $4,194+15.9% |
| Participant deferral / active EE | $13,354 | $8,237+62.1% | $7,906+68.9% | $6,396+108.8% |
| Admin fee / account holder | $3,036 | $14,976-79.7% | $13,708-77.9% | $12,562-75.8% |