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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 | $280,862 | $154,228+82.1% | $145,433+93.1% | $137,256+104.6% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 18.17% | 74.59%-56.4pp | 66.58%-48.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $7,524 | $4,804+56.6% | $4,554+65.2% | $4,156+81.0% |
| Participant deferral / active EE | $13,584 | $8,216+65.3% | $7,897+72.0% | $6,407+112.0% |
| Admin fee / account holder | $3,155 | $14,344-78.0% | $13,129-76.0% | $12,270-74.3% |