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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 | $287,248 | $162,136+77.2% | $152,301+88.6% | $154,746+85.6% |
| Participation rate | 90.9% | 84.1%+6.8pp | 82.4%+8.5pp | 80.7%+10.2pp |
| Annual return | 13.56% | 91.02%-77.5pp | 80.50%-66.9pp | 172.34%-158.8pp |
| Employer contribution / active EE | $4,188 | $4,890-14.4% | $4,624-9.4% | $4,379-4.4% |
| Participant deferral / active EE | $11,754 | $8,341+40.9% | $8,004+46.9% | $6,730+74.6% |
| Admin fee / account holder | $8,119 | $15,759-48.5% | $14,398-43.6% | $14,365-43.5% |