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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 | $378,096 | $156,398+141.8% | $147,318+156.7% | $138,895+172.2% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.8pp | 79.9%+12.9pp |
| Annual return | 15.19% | 78.75%-63.6pp | 70.43%-55.2pp | 145.39%-130.2pp |
| Employer contribution / active EE | $4,316 | $4,853-11.1% | $4,593-6.0% | $4,194+2.9% |
| Participant deferral / active EE | $7,322 | $8,237-11.1% | $7,906-7.4% | $6,396+14.5% |
| Admin fee / account holder | $1,762 | $14,976-88.2% | $13,708-87.1% | $12,562-86.0% |