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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 | $284,049 | $156,398+81.6% | $147,318+92.8% | $138,895+104.5% |
| Participation rate | 90.9% | 83.8%+7.2pp | 82.1%+8.8pp | 79.9%+11.0pp |
| Annual return | 14.81% | 78.75%-63.9pp | 70.43%-55.6pp | 145.39%-130.6pp |
| Employer contribution / active EE | $2,303 | $4,853-52.6% | $4,593-49.9% | $4,194-45.1% |
| Participant deferral / active EE | $8,864 | $8,237+7.6% | $7,906+12.1% | $6,396+38.6% |
| Admin fee / account holder | $3,193 | $14,976-78.7% | $13,708-76.7% | $12,562-74.6% |