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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 | $276,062 | $156,398+76.5% | $147,318+87.4% | $138,895+98.8% |
| Participation rate | 93.3% | 83.8%+9.6pp | 82.1%+11.3pp | 79.9%+13.4pp |
| Annual return | 12.92% | 78.75%-65.8pp | 70.43%-57.5pp | 145.39%-132.5pp |
| Employer contribution / active EE | $2,692 | $4,853-44.5% | $4,593-41.4% | $4,194-35.8% |
| Participant deferral / active EE | $6,430 | $8,237-21.9% | $7,906-18.7% | $6,396+0.5% |
| Admin fee / account holder | $940 | $14,976-93.7% | $13,708-93.1% | $12,562-92.5% |