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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 | $283,786 | $156,398+81.5% | $147,318+92.6% | $138,895+104.3% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 79.9%+10.1pp |
| Annual return | 15.97% | 78.75%-62.8pp | 70.43%-54.5pp | 145.39%-129.4pp |
| Employer contribution / active EE | $6,083 | $4,853+25.3% | $4,593+32.5% | $4,194+45.0% |
| Participant deferral / active EE | $13,825 | $8,237+67.8% | $7,906+74.9% | $6,396+116.1% |
| Admin fee / account holder | $908 | $14,976-93.9% | $13,708-93.4% | $12,562-92.8% |