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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 | $266,391 | $178,174+49.5% | $156,181+70.6% | $137,256+94.1% |
| Participation rate | 91.7% | 82.0%+9.6pp | 78.8%+12.8pp | 80.0%+11.7pp |
| Annual return | 19.37% | 84.19%-64.8pp | 64.87%-45.5pp | 220.34%-201.0pp |
| Employer contribution / active EE | $3,757 | $4,972-24.4% | $4,294-12.5% | $4,156-9.6% |
| Participant deferral / active EE | $10,519 | $6,888+52.7% | $6,132+71.5% | $6,407+64.2% |
| Admin fee / account holder | $23,845 | $17,404+37.0% | $14,586+63.5% | $12,270+94.3% |