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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 | $256,279 | $178,174+43.8% | $156,181+64.1% | $137,256+86.7% |
| Participation rate | 89.5% | 82.0%+7.4pp | 78.8%+10.6pp | 80.0%+9.5pp |
| Annual return | 19.73% | 84.19%-64.5pp | 64.87%-45.1pp | 220.34%-200.6pp |
| Employer contribution / active EE | $5,019 | $4,972+0.9% | $4,294+16.9% | $4,156+20.8% |
| Participant deferral / active EE | $10,242 | $6,888+48.7% | $6,132+67.0% | $6,407+59.9% |
| Admin fee / account holder | $34,677 | $17,404+99.2% | $14,586+137.7% | $12,270+182.6% |