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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 | $258,736 | $196,972+31.4% | $182,262+42.0% | $198,609+30.3% |
| Participation rate | 83.3% | 85.7%-2.4pp | 84.2%-0.9pp | 82.4%+1.0pp |
| Annual return | 9.74% | 158.27%-148.5pp | 140.60%-130.9pp | 202.70%-193.0pp |
| Employer contribution / active EE | $2,866 | $5,364-46.6% | $5,046-43.2% | $5,055-43.3% |
| Participant deferral / active EE | $8,492 | $8,643-1.7% | $8,276+2.6% | $6,977+21.7% |
| Admin fee / account holder | $1,185 | $18,429-93.6% | $16,712-92.9% | $19,030-93.8% |