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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 | $316,638 | $156,398+102.5% | $147,318+114.9% | $138,895+128.0% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 12.55% | 78.75%-66.2pp | 70.43%-57.9pp | 145.39%-132.8pp |
| Employer contribution / active EE | $23,293 | $4,853+379.9% | $4,593+407.1% | $4,194+455.3% |
| Participant deferral / active EE | $21,557 | $8,237+161.7% | $7,906+172.7% | $6,396+237.0% |
| Admin fee / account holder | $1,974 | $14,976-86.8% | $13,708-85.6% | $12,562-84.3% |