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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 | $266,929 | $223,823+19.3% | $211,142+26.4% | $154,746+72.5% |
| Participation rate | 94.4% | 87.9%+6.6pp | 87.3%+7.2pp | 80.7%+13.7pp |
| Annual return | 13.85% | 50.39%-36.5pp | 46.84%-33.0pp | 172.34%-158.5pp |
| Employer contribution / active EE | $3,179 | $6,787-53.2% | $6,442-50.6% | $4,379-27.4% |
| Participant deferral / active EE | $11,773 | $9,750+20.7% | $9,284+26.8% | $6,730+74.9% |
| Admin fee / account holder | $1,228 | $19,707-93.8% | $19,076-93.6% | $14,365-91.5% |