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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 | $261,195 | $172,111+51.8% | $150,298+73.8% | $137,256+90.3% |
| Participation rate | 93.8% | 81.7%+12.0pp | 77.8%+16.0pp | 80.0%+13.8pp |
| Annual return | 13.19% | 69.37%-56.2pp | 62.79%-49.6pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,475 | $4,636-68.2% | $4,154-64.5% | $4,156-64.5% |
| Participant deferral / active EE | $5,679 | $6,166-7.9% | $5,453+4.1% | $6,407-11.4% |
| Admin fee / account holder | $22,778 | $16,471+38.3% | $14,116+61.4% | $12,270+85.6% |