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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 | $307,950 | $162,136+89.9% | $152,301+102.2% | $154,746+99.0% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 18.02% | 91.02%-73.0pp | 80.50%-62.5pp | 172.34%-154.3pp |
| Employer contribution / active EE | $5,015 | $4,890+2.5% | $4,624+8.4% | $4,379+14.5% |
| Participant deferral / active EE | $8,625 | $8,341+3.4% | $8,004+7.8% | $6,730+28.2% |
| Admin fee / account holder | $5,291 | $15,759-66.4% | $14,398-63.3% | $14,365-63.2% |