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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 | $252,120 | $156,398+61.2% | $147,318+71.1% | $138,895+81.5% |
| Participation rate | 86.7% | 83.8%+2.9pp | 82.1%+4.6pp | 79.9%+6.7pp |
| Annual return | 20.45% | 78.75%-58.3pp | 70.43%-50.0pp | 145.39%-124.9pp |
| Employer contribution / active EE | $4,856 | $4,853+0.1% | $4,593+5.7% | $4,194+15.8% |
| Participant deferral / active EE | $8,110 | $8,237-1.5% | $7,906+2.6% | $6,396+26.8% |
| Admin fee / account holder | $29,035 | $14,976+93.9% | $13,708+111.8% | $12,562+131.1% |