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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 | $261,436 | $148,623+75.9% | $135,974+92.3% | $139,466+87.5% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 21.57% | 79.30%-57.7pp | 68.30%-46.7pp | 373.66%-352.1pp |
| Employer contribution / active EE | $3,934 | $5,246-25.0% | $4,859-19.0% | $4,754-17.2% |
| Participant deferral / active EE | $8,799 | $8,103+8.6% | $7,760+13.4% | $6,712+31.1% |
| Admin fee / account holder | $11,592 | $12,406-6.6% | $10,767+7.7% | $11,409+1.6% |