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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 | $253,535 | $156,398+62.1% | $147,318+72.1% | $138,895+82.5% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 79.9%+10.1pp |
| Annual return | 14.22% | 78.75%-64.5pp | 70.43%-56.2pp | 145.39%-131.2pp |
| Employer contribution / active EE | $6,793 | $4,853+40.0% | $4,593+47.9% | $4,194+62.0% |
| Participant deferral / active EE | $5,793 | $8,237-29.7% | $7,906-26.7% | $6,396-9.4% |
| Admin fee / account holder | $1,224 | $14,976-91.8% | $13,708-91.1% | $12,562-90.3% |