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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 | $162,136+79.5% | $152,301+91.1% | $154,746+88.1% |
| Participation rate | 90.9% | 84.1%+6.8pp | 82.4%+8.5pp | 80.7%+10.2pp |
| Annual return | 19.70% | 91.02%-71.3pp | 80.50%-60.8pp | 172.34%-152.6pp |
| Employer contribution / active EE | $6,418 | $4,890+31.2% | $4,624+38.8% | $4,379+46.6% |
| Participant deferral / active EE | $17,146 | $8,341+105.6% | $8,004+114.2% | $6,730+154.8% |
| Admin fee / account holder | $4,397 | $15,759-72.1% | $14,398-69.5% | $14,365-69.4% |