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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 | $298,706 | $162,136+84.2% | $152,301+96.1% | $154,746+93.0% |
| Participation rate | 81.8% | 84.1%-2.3pp | 82.4%-0.6pp | 80.7%+1.1pp |
| Annual return | 18.38% | 91.02%-72.6pp | 80.50%-62.1pp | 172.34%-154.0pp |
| Employer contribution / active EE | $3,925 | $4,890-19.7% | $4,624-15.1% | $4,379-10.4% |
| Participant deferral / active EE | $13,155 | $8,341+57.7% | $8,004+64.4% | $6,730+95.5% |
| Admin fee / account holder | $4,100 | $15,759-74.0% | $14,398-71.5% | $14,365-71.5% |