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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 | $264,670 | $156,398+69.2% | $147,318+79.7% | $138,895+90.6% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.8pp | 79.9%+12.9pp |
| Annual return | 16.81% | 78.75%-61.9pp | 70.43%-53.6pp | 145.39%-128.6pp |
| Employer contribution / active EE | $3,166 | $4,853-34.8% | $4,593-31.1% | $4,194-24.5% |
| Participant deferral / active EE | $8,631 | $8,237+4.8% | $7,906+9.2% | $6,396+34.9% |
| Admin fee / account holder | $2,044 | $14,976-86.4% | $13,708-85.1% | $12,562-83.7% |