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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 | $250,752 | $196,972+27.3% | $182,262+37.6% | $198,609+26.3% |
| Participation rate | 84.6% | 85.7%-1.1pp | 84.2%+0.4pp | 82.4%+2.2pp |
| Annual return | 15.76% | 158.27%-142.5pp | 140.60%-124.8pp | 202.70%-186.9pp |
| Employer contribution / active EE | $5,799 | $5,364+8.1% | $5,046+14.9% | $5,055+14.7% |
| Participant deferral / active EE | $8,660 | $8,643+0.2% | $8,276+4.6% | $6,977+24.1% |
| Admin fee / account holder | $27,240 | $18,429+47.8% | $16,712+63.0% | $19,030+43.1% |