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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 | $250,977 | $154,228+62.7% | $145,433+72.6% | $137,256+82.9% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 17.32% | 74.59%-57.3pp | 66.58%-49.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $3,462 | $4,804-27.9% | $4,554-24.0% | $4,156-16.7% |
| Participant deferral / active EE | $9,186 | $8,216+11.8% | $7,897+16.3% | $6,407+43.4% |
| Admin fee / account holder | $579 | $14,344-96.0% | $13,129-95.6% | $12,270-95.3% |