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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 | $257,887 | $196,972+30.9% | $182,262+41.5% | $198,609+29.8% |
| Participation rate | 94.1% | 85.7%+8.4pp | 84.2%+9.9pp | 82.4%+11.7pp |
| Annual return | 18.81% | 158.27%-139.5pp | 140.60%-121.8pp | 202.70%-183.9pp |
| Employer contribution / active EE | $6,251 | $5,364+16.5% | $5,046+23.9% | $5,055+23.7% |
| Participant deferral / active EE | $12,944 | $8,643+49.8% | $8,276+56.4% | $6,977+85.5% |
| Admin fee / account holder | $523 | $18,429-97.2% | $16,712-96.9% | $19,030-97.3% |