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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 | $156,398+83.0% | $147,318+94.2% | $138,895+106.0% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.6pp | 79.9%+11.7pp |
| Annual return | 15.12% | 78.75%-63.6pp | 70.43%-55.3pp | 145.39%-130.3pp |
| Employer contribution / active EE | $4,050 | $4,853-16.6% | $4,593-11.8% | $4,194-3.4% |
| Participant deferral / active EE | $13,537 | $8,237+64.3% | $7,906+71.2% | $6,396+111.6% |
| Admin fee / account holder | $1,109 | $14,976-92.6% | $13,708-91.9% | $12,562-91.2% |