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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 | $271,864 | $178,174+52.6% | $156,181+74.1% | $137,256+98.1% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.8%+1.2pp | 80.0%0pp |
| Annual return | 16.63% | 84.19%-67.6pp | 64.87%-48.2pp | 220.34%-203.7pp |
| Employer contribution / active EE | $6,659 | $4,972+33.9% | $4,294+55.1% | $4,156+60.2% |
| Participant deferral / active EE | $7,638 | $6,888+10.9% | $6,132+24.5% | $6,407+19.2% |
| Admin fee / account holder | $4,986 | $17,404-71.4% | $14,586-65.8% | $12,270-59.4% |