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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 | $162,136+54.8% | $152,301+64.8% | $154,746+62.2% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 17.32% | 91.02%-73.7pp | 80.50%-63.2pp | 172.34%-155.0pp |
| Employer contribution / active EE | $3,462 | $4,890-29.2% | $4,624-25.1% | $4,379-20.9% |
| Participant deferral / active EE | $9,186 | $8,341+10.1% | $8,004+14.8% | $6,730+36.5% |
| Admin fee / account holder | $579 | $15,759-96.3% | $14,398-96.0% | $14,365-96.0% |