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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 | $266,485 | $172,111+54.8% | $150,298+77.3% | $137,256+94.2% |
| Participation rate | 94.7% | 81.7%+13.0pp | 77.8%+17.0pp | 80.0%+14.8pp |
| Annual return | 16.44% | 69.37%-52.9pp | 62.79%-46.3pp | 220.34%-203.9pp |
| Employer contribution / active EE | $2,786 | $4,636-39.9% | $4,154-32.9% | $4,156-33.0% |
| Participant deferral / active EE | $6,767 | $6,166+9.7% | $5,453+24.1% | $6,407+5.6% |
| Admin fee / account holder | $17,237 | $16,471+4.7% | $14,116+22.1% | $12,270+40.5% |