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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 | $455,260 | $156,398+191.1% | $147,318+209.0% | $138,895+227.8% |
| Participation rate | 81.8% | 83.8%-1.9pp | 82.1%-0.2pp | 79.9%+1.9pp |
| Annual return | 12.26% | 78.75%-66.5pp | 70.43%-58.2pp | 145.39%-133.1pp |
| Employer contribution / active EE | $7,547 | $4,853+55.5% | $4,593+64.3% | $4,194+79.9% |
| Participant deferral / active EE | $15,555 | $8,237+88.8% | $7,906+96.7% | $6,396+143.2% |
| Admin fee / account holder | $8,189 | $14,976-45.3% | $13,708-40.3% | $12,562-34.8% |