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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 | $286,139 | $154,228+85.5% | $145,433+96.7% | $137,256+108.5% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 15.12% | 74.59%-59.5pp | 66.58%-51.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $4,050 | $4,804-15.7% | $4,554-11.1% | $4,156-2.6% |
| Participant deferral / active EE | $13,537 | $8,216+64.7% | $7,897+71.4% | $6,407+111.3% |
| Admin fee / account holder | $1,109 | $14,344-92.3% | $13,129-91.6% | $12,270-91.0% |