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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 | $172,111+61.1% | $150,298+84.5% | $137,256+102.0% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 13.17% | 69.37%-56.2pp | 62.79%-49.6pp | 220.34%-207.2pp |
| Employer contribution / active EE | $15,940 | $4,636+243.8% | $4,154+283.7% | $4,156+283.5% |
| Participant deferral / active EE | $7,389 | $6,166+19.8% | $5,453+35.5% | $6,407+15.3% |
| Admin fee / account holder | $3,283 | $16,471-80.1% | $14,116-76.7% | $12,270-73.2% |