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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 | $259,074 | $156,398+65.7% | $147,318+75.9% | $138,895+86.5% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 18.19% | 78.75%-60.6pp | 70.43%-52.2pp | 145.39%-127.2pp |
| Employer contribution / active EE | $4,114 | $4,853-15.2% | $4,593-10.4% | $4,194-1.9% |
| Participant deferral / active EE | $10,386 | $8,237+26.1% | $7,906+31.4% | $6,396+62.4% |
| Admin fee / account holder | $6,547 | $14,976-56.3% | $13,708-52.2% | $12,562-47.9% |