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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 | $298,886 | $172,111+73.7% | $150,298+98.9% | $137,256+117.8% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 16.21% | 69.37%-53.2pp | 62.79%-46.6pp | 220.34%-204.1pp |
| Employer contribution / active EE | $8,768 | $4,636+89.1% | $4,154+111.1% | $4,156+111.0% |
| Participant deferral / active EE | $10,107 | $6,166+63.9% | $5,453+85.4% | $6,407+57.8% |
| Admin fee / account holder | $25,821 | $16,471+56.8% | $14,116+82.9% | $12,270+110.4% |