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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 | $303,856 | $154,228+97.0% | $145,433+108.9% | $137,256+121.4% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 22.18% | 74.59%-52.4pp | 66.58%-44.4pp | 220.34%-198.2pp |
| Employer contribution / active EE | $4,957 | $4,804+3.2% | $4,554+8.8% | $4,156+19.3% |
| Participant deferral / active EE | $19,122 | $8,216+132.7% | $7,897+142.1% | $6,407+198.5% |
| Admin fee / account holder | $23,301 | $14,344+62.4% | $13,129+77.5% | $12,270+89.9% |