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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 | $276,269 | $156,398+76.6% | $147,318+87.5% | $138,895+98.9% |
| Participation rate | 93.3% | 83.8%+9.6pp | 82.1%+11.3pp | 79.9%+13.4pp |
| Annual return | 14.14% | 78.75%-64.6pp | 70.43%-56.3pp | 145.39%-131.2pp |
| Employer contribution / active EE | $4,694 | $4,853-3.3% | $4,593+2.2% | $4,194+11.9% |
| Participant deferral / active EE | $17,756 | $8,237+115.6% | $7,906+124.6% | $6,396+177.6% |
| Admin fee / account holder | $10,876 | $14,976-27.4% | $13,708-20.7% | $12,562-13.4% |