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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 | $277,318 | $185,312+49.6% | $161,489+71.7% | $154,746+79.2% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 13.17% | 103.84%-90.7pp | 89.72%-76.5pp | 172.34%-159.2pp |
| Employer contribution / active EE | $15,940 | $4,769+234.2% | $4,268+273.5% | $4,379+264.0% |
| Participant deferral / active EE | $7,389 | $6,350+16.4% | $5,630+31.2% | $6,730+9.8% |
| Admin fee / account holder | $3,283 | $18,654-82.4% | $16,006-79.5% | $14,365-77.1% |