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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 | $174,379+59.0% | $152,093+82.3% | $138,895+99.7% |
| Participation rate | 87.5% | 81.6%+5.9pp | 77.8%+9.7pp | 79.9%+7.6pp |
| Annual return | 13.17% | 74.86%-61.7pp | 66.36%-53.2pp | 145.39%-132.2pp |
| Employer contribution / active EE | $15,940 | $4,652+242.7% | $4,175+281.8% | $4,194+280.0% |
| Participant deferral / active EE | $7,389 | $6,159+20.0% | $5,451+35.5% | $6,396+15.5% |
| Admin fee / account holder | $3,283 | $16,880-80.5% | $14,497-77.4% | $12,562-73.9% |