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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 | $156,398+94.3% | $147,318+106.3% | $138,895+118.8% |
| Participation rate | 95.7% | 83.8%+11.9pp | 82.1%+13.6pp | 79.9%+15.7pp |
| Annual return | 32.62% | 78.75%-46.1pp | 70.43%-37.8pp | 145.39%-112.8pp |
| Employer contribution / active EE | $4,478 | $4,853-7.7% | $4,593-2.5% | $4,194+6.8% |
| Participant deferral / active EE | $10,276 | $8,237+24.7% | $7,906+30.0% | $6,396+60.7% |
| Admin fee / account holder | $74,611 | $14,976+398.2% | $13,708+444.3% | $12,562+493.9% |