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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 | $293,366 | $154,228+90.2% | $145,433+101.7% | $137,256+113.7% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 15.21% | 74.59%-59.4pp | 66.58%-51.4pp | 220.34%-205.1pp |
| Employer contribution / active EE | $3,789 | $4,804-21.1% | $4,554-16.8% | $4,156-8.8% |
| Participant deferral / active EE | $12,073 | $8,216+46.9% | $7,897+52.9% | $6,407+88.4% |
| Admin fee / account holder | $14,066 | $14,344-1.9% | $13,129+7.1% | $12,270+14.6% |