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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 | $264,262 | $181,062+46.0% | $158,223+67.0% | $155,188+70.3% |
| Participation rate | 78.6% | 82.7%-4.1pp | 79.2%-0.6pp | 80.8%-2.2pp |
| Annual return | 16.76% | 57.39%-40.6pp | 52.09%-35.3pp | 148.84%-132.1pp |
| Employer contribution / active EE | $3,714 | $4,565-18.6% | $4,109-9.6% | $4,248-12.6% |
| Participant deferral / active EE | $11,887 | $6,134+93.8% | $5,467+117.4% | $6,531+82.0% |
| Admin fee / account holder | $7,283 | $18,825-61.3% | $16,047-54.6% | $14,480-49.7% |