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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 | $265,147 | $156,398+69.5% | $147,318+80.0% | $138,895+90.9% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 12.47% | 78.75%-66.3pp | 70.43%-58.0pp | 145.39%-132.9pp |
| Employer contribution / active EE | $1,040 | $4,853-78.6% | $4,593-77.4% | $4,194-75.2% |
| Participant deferral / active EE | $11,079 | $8,237+34.5% | $7,906+40.1% | $6,396+73.2% |
| Admin fee / account holder | $8,913 | $14,976-40.5% | $13,708-35.0% | $12,562-29.1% |