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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 | $325,772 | $154,228+111.2% | $145,433+124.0% | $137,256+137.3% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 16.10% | 74.59%-58.5pp | 66.58%-50.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $6,257 | $4,804+30.3% | $4,554+37.4% | $4,156+50.6% |
| Participant deferral / active EE | $9,739 | $8,216+18.5% | $7,897+23.3% | $6,407+52.0% |
| Admin fee / account holder | $3,427 | $14,344-76.1% | $13,129-73.9% | $12,270-72.1% |