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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 | $308,939 | $162,136+90.5% | $152,301+102.8% | $154,746+99.6% |
| Participation rate | 77.8% | 84.1%-6.3pp | 82.4%-4.7pp | 80.7%-2.9pp |
| Annual return | 18.27% | 91.02%-72.7pp | 80.50%-62.2pp | 172.34%-154.1pp |
| Employer contribution / active EE | $4,907 | $4,890+0.3% | $4,624+6.1% | $4,379+12.1% |
| Participant deferral / active EE | $12,618 | $8,341+51.3% | $8,004+57.6% | $6,730+87.5% |
| Admin fee / account holder | $65,106 | $15,759+313.1% | $14,398+352.2% | $14,365+353.2% |