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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 | $377,629 | $154,228+144.9% | $145,433+159.7% | $137,256+175.1% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 15.40% | 74.59%-59.2pp | 66.58%-51.2pp | 220.34%-204.9pp |
| Employer contribution / active EE | $3,628 | $4,804-24.5% | $4,554-20.4% | $4,156-12.7% |
| Participant deferral / active EE | $16,014 | $8,216+94.9% | $7,897+102.8% | $6,407+150.0% |
| Admin fee / account holder | $1,456 | $14,344-89.8% | $13,129-88.9% | $12,270-88.1% |