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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 | $285,322 | $156,398+82.4% | $147,318+93.7% | $138,895+105.4% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 79.9%+9.0pp |
| Annual return | 13.95% | 78.75%-64.8pp | 70.43%-56.5pp | 145.39%-131.4pp |
| Employer contribution / active EE | $4,310 | $4,853-11.2% | $4,593-6.2% | $4,194+2.8% |
| Participant deferral / active EE | $12,638 | $8,237+53.4% | $7,906+59.8% | $6,396+97.6% |
| Admin fee / account holder | $5,366 | $14,976-64.2% | $13,708-60.9% | $12,562-57.3% |