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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 | $253,749 | $162,136+56.5% | $152,301+66.6% | $154,746+64.0% |
| Participation rate | 77.8% | 84.1%-6.3pp | 82.4%-4.7pp | 80.7%-2.9pp |
| Annual return | 15.90% | 91.02%-75.1pp | 80.50%-64.6pp | 172.34%-156.4pp |
| Employer contribution / active EE | $6,609 | $4,890+35.1% | $4,624+42.9% | $4,379+50.9% |
| Participant deferral / active EE | $11,445 | $8,341+37.2% | $8,004+43.0% | $6,730+70.0% |
| Admin fee / account holder | $786 | $15,759-95.0% | $14,398-94.5% | $14,365-94.5% |