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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 | $277,320 | $165,381+67.7% | $149,730+85.2% | $158,966+74.5% |
| Participation rate | 93.8% | 84.6%+9.2pp | 82.5%+11.3pp | 82.0%+11.8pp |
| Annual return | 14.42% | 348.29%-333.9pp | 276.70%-262.3pp | 302.95%-288.5pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $10,238 | $7,182+42.5% | $6,843+49.6% | $5,983+71.1% |
| Admin fee / account holder | $9,346 | $10,809-13.5% | $9,310+0.4% | $11,250-16.9% |