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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 | $303,850 | $162,136+87.4% | $152,301+99.5% | $154,746+96.4% |
| Participation rate | 95.7% | 84.1%+11.5pp | 82.4%+13.2pp | 80.7%+15.0pp |
| Annual return | 32.62% | 91.02%-58.4pp | 80.50%-47.9pp | 172.34%-139.7pp |
| Employer contribution / active EE | $4,478 | $4,890-8.4% | $4,624-3.2% | $4,379+2.3% |
| Participant deferral / active EE | $10,276 | $8,341+23.2% | $8,004+28.4% | $6,730+52.7% |
| Admin fee / account holder | $74,611 | $15,759+373.4% | $14,398+418.2% | $14,365+419.4% |