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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 | $255,311 | $154,228+65.5% | $145,433+75.6% | $137,256+86.0% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 17.67% | 74.59%-56.9pp | 66.58%-48.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $10,021 | $4,804+108.6% | $4,554+120.0% | $4,156+141.1% |
| Participant deferral / active EE | $15,903 | $8,216+93.6% | $7,897+101.4% | $6,407+148.2% |
| Admin fee / account holder | $24,624 | $14,344+71.7% | $13,129+87.6% | $12,270+100.7% |