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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 | $162,136+105.9% | $152,301+119.1% | $154,746+115.7% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 12.30% | 91.02%-78.7pp | 80.50%-68.2pp | 172.34%-160.0pp |
| Employer contribution / active EE | $9,766 | $4,890+99.7% | $4,624+111.2% | $4,379+123.0% |
| Participant deferral / active EE | $12,200 | $8,341+46.3% | $8,004+52.4% | $6,730+81.3% |
| Admin fee / account holder | $1,409 | $15,759-91.1% | $14,398-90.2% | $14,365-90.2% |