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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 | $334,071 | $162,136+106.0% | $152,301+119.3% | $154,746+115.9% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 20.02% | 91.02%-71.0pp | 80.50%-60.5pp | 172.34%-152.3pp |
| Employer contribution / active EE | $6,602 | $4,890+35.0% | $4,624+42.8% | $4,379+50.8% |
| Participant deferral / active EE | $17,194 | $8,341+106.1% | $8,004+114.8% | $6,730+155.5% |
| Admin fee / account holder | $1,915 | $15,759-87.8% | $14,398-86.7% | $14,365-86.7% |