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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 | $162,136+59.8% | $152,301+70.1% | $154,746+67.4% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 18.19% | 91.02%-72.8pp | 80.50%-62.3pp | 172.34%-154.1pp |
| Employer contribution / active EE | $4,114 | $4,890-15.9% | $4,624-11.0% | $4,379-6.0% |
| Participant deferral / active EE | $10,386 | $8,341+24.5% | $8,004+29.8% | $6,730+54.3% |
| Admin fee / account holder | $6,547 | $15,759-58.5% | $14,398-54.5% | $14,365-54.4% |