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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 | $357,343 | $185,312+92.8% | $161,489+121.3% | $154,746+130.9% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.7%+11.3pp | 80.7%+9.3pp |
| Annual return | 12.88% | 103.84%-91.0pp | 89.72%-76.8pp | 172.34%-159.5pp |
| Employer contribution / active EE | $2,983 | $4,769-37.4% | $4,268-30.1% | $4,379-31.9% |
| Participant deferral / active EE | $9,602 | $6,350+51.2% | $5,630+70.6% | $6,730+42.7% |
| Admin fee / account holder | $2,009 | $18,654-89.2% | $16,006-87.4% | $14,365-86.0% |