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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 | $254,361 | $172,111+47.8% | $150,298+69.2% | $137,256+85.3% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 13.30% | 69.37%-56.1pp | 62.79%-49.5pp | 220.34%-207.0pp |
| Employer contribution / active EE | $4,445 | $4,636-4.1% | $4,154+7.0% | $4,156+6.9% |
| Participant deferral / active EE | $14,258 | $6,166+131.2% | $5,453+161.5% | $6,407+122.5% |
| Admin fee / account holder | $6,762 | $16,471-58.9% | $14,116-52.1% | $12,270-44.9% |