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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 | $382,311 | $154,228+147.9% | $145,433+162.9% | $137,256+178.5% |
| Participation rate | 95.0% | 83.8%+11.2pp | 82.1%+12.9pp | 80.0%+15.0pp |
| Annual return | 16.12% | 74.59%-58.5pp | 66.58%-50.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $12,961 | $4,804+169.8% | $4,554+184.6% | $4,156+211.8% |
| Participant deferral / active EE | $12,162 | $8,216+48.0% | $7,897+54.0% | $6,407+89.8% |
| Admin fee / account holder | $13,268 | $14,344-7.5% | $13,129+1.1% | $12,270+8.1% |