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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 | $156,398+97.5% | $147,318+109.7% | $138,895+122.4% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 79.9%-2.1pp |
| Annual return | 18.27% | 78.75%-60.5pp | 70.43%-52.2pp | 145.39%-127.1pp |
| Employer contribution / active EE | $4,907 | $4,853+1.1% | $4,593+6.8% | $4,194+17.0% |
| Participant deferral / active EE | $12,618 | $8,237+53.2% | $7,906+59.6% | $6,396+97.3% |
| Admin fee / account holder | $65,106 | $14,976+334.7% | $13,708+375.0% | $12,562+418.3% |