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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 | $260,143 | $162,136+60.4% | $152,301+70.8% | $154,746+68.1% |
| Participation rate | 90.9% | 84.1%+6.8pp | 82.4%+8.5pp | 80.7%+10.2pp |
| Annual return | 12.51% | 91.02%-78.5pp | 80.50%-68.0pp | 172.34%-159.8pp |
| Employer contribution / active EE | $1,612 | $4,890-67.0% | $4,624-65.1% | $4,379-63.2% |
| Participant deferral / active EE | $3,484 | $8,341-58.2% | $8,004-56.5% | $6,730-48.2% |
| Admin fee / account holder | $2,412 | $15,759-84.7% | $14,398-83.3% | $14,365-83.2% |