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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 | $162,136+54.7% | $152,301+64.6% | $154,746+62.0% |
| Participation rate | 84.6% | 84.1%+0.5pp | 82.4%+2.2pp | 80.7%+3.9pp |
| Annual return | 15.76% | 91.02%-75.3pp | 80.50%-64.7pp | 172.34%-156.6pp |
| Employer contribution / active EE | $5,799 | $4,890+18.6% | $4,624+25.4% | $4,379+32.4% |
| Participant deferral / active EE | $8,660 | $8,341+3.8% | $8,004+8.2% | $6,730+28.7% |
| Admin fee / account holder | $27,240 | $15,759+72.9% | $14,398+89.2% | $14,365+89.6% |