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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 | $282,274 | $139,948+101.7% | $121,663+132.0% | $154,746+82.4% |
| Participation rate | 93.3% | 78.0%+15.3pp | 74.5%+18.8pp | 80.7%+12.6pp |
| Annual return | 17.76% | 230.52%-212.8pp | 147.54%-129.8pp | 172.34%-154.6pp |
| Employer contribution / active EE | $4,969 | $3,521+41.1% | $3,020+64.5% | $4,379+13.5% |
| Participant deferral / active EE | $6,676 | $5,629+18.6% | $4,887+36.6% | $6,730-0.8% |
| Admin fee / account holder | $6,602 | $17,321-61.9% | $14,289-53.8% | $14,365-54.0% |