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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 | $367,476 | $225,673+62.8% | $203,872+80.2% | $155,188+136.8% |
| Participation rate | 71.4% | 80.3%-8.9pp | 77.8%-6.4pp | 80.8%-9.4pp |
| Annual return | 16.25% | 95.91%-79.7pp | 85.11%-68.9pp | 148.84%-132.6pp |
| Employer contribution / active EE | $7,713 | $4,099+88.2% | $3,757+105.3% | $4,248+81.6% |
| Participant deferral / active EE | $18,038 | $6,893+161.7% | $6,388+182.4% | $6,531+176.2% |
| Admin fee / account holder | $14,610 | $12,327+18.5% | $11,730+24.6% | $14,480+0.9% |