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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 | $162,136+100.9% | $152,301+113.9% | $154,746+110.5% |
| Participation rate | 90.9% | 84.1%+6.8pp | 82.4%+8.5pp | 80.7%+10.2pp |
| Annual return | 16.10% | 91.02%-74.9pp | 80.50%-64.4pp | 172.34%-156.2pp |
| Employer contribution / active EE | $6,257 | $4,890+28.0% | $4,624+35.3% | $4,379+42.9% |
| Participant deferral / active EE | $9,739 | $8,341+16.8% | $8,004+21.7% | $6,730+44.7% |
| Admin fee / account holder | $3,427 | $15,759-78.3% | $14,398-76.2% | $14,365-76.1% |