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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 | $291,017 | $154,228+88.7% | $145,433+100.1% | $137,256+112.0% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 19.70% | 74.59%-54.9pp | 66.58%-46.9pp | 220.34%-200.6pp |
| Employer contribution / active EE | $6,418 | $4,804+33.6% | $4,554+40.9% | $4,156+54.4% |
| Participant deferral / active EE | $17,146 | $8,216+108.7% | $7,897+117.1% | $6,407+167.6% |
| Admin fee / account holder | $4,397 | $14,344-69.3% | $13,129-66.5% | $12,270-64.2% |