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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 | $325,119 | $162,136+100.5% | $152,301+113.5% | $154,746+110.1% |
| Participation rate | 91.7% | 84.1%+7.6pp | 82.4%+9.2pp | 80.7%+11.0pp |
| Annual return | 15.83% | 91.02%-75.2pp | 80.50%-64.7pp | 172.34%-156.5pp |
| Employer contribution / active EE | $3,425 | $4,890-30.0% | $4,624-25.9% | $4,379-21.8% |
| Participant deferral / active EE | $8,251 | $8,341-1.1% | $8,004+3.1% | $6,730+22.6% |
| Admin fee / account holder | $427 | $15,759-97.3% | $14,398-97.0% | $14,365-97.0% |