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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 | $174,379+45.9% | $152,093+67.2% | $138,895+83.1% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 13.30% | 74.86%-61.6pp | 66.36%-53.1pp | 145.39%-132.1pp |
| Employer contribution / active EE | $4,445 | $4,652-4.5% | $4,175+6.5% | $4,194+6.0% |
| Participant deferral / active EE | $14,258 | $6,159+131.5% | $5,451+161.5% | $6,396+122.9% |
| Admin fee / account holder | $6,762 | $16,880-59.9% | $14,497-53.4% | $12,562-46.2% |