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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 | $256,028 | $172,111+48.8% | $150,298+70.3% | $137,256+86.5% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 12.38% | 69.37%-57.0pp | 62.79%-50.4pp | 220.34%-208.0pp |
| Employer contribution / active EE | $6,632 | $4,636+43.0% | $4,154+59.7% | $4,156+59.6% |
| Participant deferral / active EE | $5,977 | $6,166-3.1% | $5,453+9.6% | $6,407-6.7% |
| Admin fee / account holder | $4,460 | $16,471-72.9% | $14,116-68.4% | $12,270-63.7% |