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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 | $333,766 | $196,972+69.4% | $182,262+83.1% | $198,609+68.1% |
| Participation rate | 80.0% | 85.7%-5.7pp | 84.2%-4.2pp | 82.4%-2.4pp |
| Annual return | 12.30% | 158.27%-146.0pp | 140.60%-128.3pp | 202.70%-190.4pp |
| Employer contribution / active EE | $9,766 | $5,364+82.1% | $5,046+93.5% | $5,055+93.2% |
| Participant deferral / active EE | $12,200 | $8,643+41.2% | $8,276+47.4% | $6,977+74.9% |
| Admin fee / account holder | $1,409 | $18,429-92.4% | $16,712-91.6% | $19,030-92.6% |